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Friday, August 10, 2018

Statistics show clients frequently work with several financial professionals to manage their investments. Unfortunately, this can create many inherent problems because a financial advisor’s job is to look at the complete picture...

 

Friday, July 13, 2018

Clients leave financial advisors for countless reasons, but ultimately these reasons can be grouped into a few major categories. By understanding these categories and evaluating your procedures, you can minimize the chances that...

 

Thursday, June 21, 2018

It’s critical that every advisor has a strong online presence. Convincing people to click on your website is just half the battle. You have to keep users engaged and give them a reason to keep returning to your website. What...

 

Friday, June 1, 2018

Centers of influence (COI) are one of the best ways to grow assets, but to be effective, they must be identified and approached correctly. Unfortunately, most advisors don’t identify all their potential COI. Advisors often think...

 

Thursday, May 10, 2018

As markets continue to rise, so does every investor’s vulnerability to a fallA word of advice – don't look down. You'll only realize how far you could fall. That advice has never been more relevant for investors and...

 

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Tuesday, April 24, 2018

Not All Advisor Websites Are the Same. Which Style is Right for Your Practice? As a financial advisor today, you need a strong online presence. Your website is a reflection of you, your business and your qualifications. Whether...

 

Wednesday, April 4, 2018

What Do Wealthy Clients Really Want? Hint, It’s Not What You ThinkSo you want to advise wealthy clients. What advisor doesn’t? The good news is more than a third of affluent clients do not have a financial advisor. Sounds...

 

Monday, March 19, 2018

Benefits of Converting to a Fee-Based Model Today’s clients don’t want to take a hands-off approach with their money. They want to know how it is being managed, how their investments are chosen and if their long-term goals...

 

Friday, February 23, 2018

Grow by Joining a Branch As an independent advisor, you have the choice of joining a branch or going it alone. Affiliating with a branch office lets you create the business model that works best for you and your clients while having...

 

Wednesday, February 7, 2018

Centers of Influence: Beyond Friends & Family Referrals Not all referrals are equally valuable. If referrals from existing clients are yielding fewer prospects – or prospects that don’t fit your practice – it may be...

 

Tuesday, January 16, 2018

7 New Year’s Resolutions to Help Grow Your Business in 2018 Many advisors make personal resolutions for the New Year but fail to set resolutions that improve their practice. Setting goals is a great way to demonstrate...

 

Monday, December 11, 2017

6 Ways to Deepen Client Relationships Enhancing existing client relationships has always been a top priority for advisors. Developing new client relationships is usually a close second. Interestingly, the best way to achieve the second...

 

Thursday, October 19, 2017

Six reasons you should consider seminars Seminars provide one of the best opportunities to convey your message to a large audience. If you want to strengthen your marketing plan, consider these six reasons to add seminars to your...

 

Tuesday, October 3, 2017

The Equifax Data Breach: Protect Yourself With These 6 Simple Steps On Sept. 7, 2017, the credit reporting company Equifax revealed a massive security breach had exposed the personal information of 143 million Americans. What does it...

 

Wednesday, September 13, 2017

Don’t Let Your Book Die With Your Clients The United States is on the verge of the largest wealth transfer in the country's history. Studies indicate approximately $40 trillion will be passed down to the next generation by 2050....

 

Wednesday, August 23, 2017

How to Maximize the Value Of Your Practice Thanks to an extended bull market, many advisors who were considering retirement have chosen instead to push out their retirement date. However, with the uncertainty surrounding the current...

 

Thursday, August 10, 2017

Why You Should Brand Your Practice As a financial advisor, defining your brand is one of the most important things you can do. Your brand represents who you are, what you stand for and the specific services you provide. A brand that...

 

Tuesday, July 25, 2017

Tips for Hiring a Terrific Assistant An outstanding assistant can be indispensable to an organization, which is why hiring the right one is so important. A great assistant can save you time, handle your projects, reduce your work load...

 

Wednesday, July 5, 2017

Make Your First Impression Count We have all heard the expression, "You only have one opportunity to make a first impression." While it may be a cliché; it is true. A positive first impression is an important start to building a...

 

Monday, June 12, 2017

Connecting with Millennials So we have heard a lot about millennials over the past few years, but who exactly are they? By definition they are anyone born between 1980 and 2000, and they represent the largest generation in history....

 

Thursday, May 25, 2017

Finding Your Natural Market Whether you’re a rookie advisor or manage a successful practice, your financial success depends largely upon thinking strategically with the clients you work with. However, advisors wanting to grow...

 

Monday, May 8, 2017

Key Reasons You May Not Be Getting Referrals From Your Clients Client referrals are one of the top ways to grow your practice. Advisors new to the industry need referrals to get their practice up and running. Experienced advisors need...

 

Monday, April 17, 2017

Segmenting Your Clients Time Management Most advisors start out in the business the same way, with no clients and no prospects. Their immediate focus is to obtain as many clients as possible, as quickly as possible. As the business...

 

Friday, March 24, 2017

Grow by Joining a Branch As an independent advisor, you have the choice of joining a branch or going it alone. Affiliating with a branch office lets you create the business model that works best for you and your clients while having...

 

Thursday, February 2, 2017

Centers of Influence: Beyond Friends & Family Referrals Not all referrals are equally valuable. If referrals from existing clients are yielding fewer prospects – or prospects that don’t fit your practice – it may be...

 

Wednesday, November 2, 2016

Growing Through Acquisitions – How to Do It Right Most financial advisors want to add clients and assets to their practice. Referrals and traditional prospect marketing can be successful, but they can also be slow and...