Successful advisers offer easy-to-implement advice for practices looking to improve and update their businesses.
Feb 25, 2014, 2:50 PM EST
While on a recent flight from San Diego to Denver, I came across an article in Spirit Magazine about a website, BecauseISaidIWould.com. The 28-year old founder, Alex Sheen, started this nonprofit in memory of his father, to inspire others to make (and keep!) promises that better humanity. This got me thinking about what is frequently considered the greatest promise financial advisers make to clients: To be there for them forever. Whether stated or implied, I've heard advisers suggest they'll be there through every life stage and transition, helping their clients achieve financial security. The dirty little secret is that few advisers consider how they'll actually deliver on their promises, “because they said they would.” While most understand the importance of succession and continuity planning, few have built the infrastructure to truly serve clients consistently, should something happen to them. Don't Miss: Episode 2 of... Read full post
Feb 12, 2014, 11:19 AM EST
Advisers always want to find ways to increase their overall efficiency and improve their image.So with that in mind, here are five things you can to renovate and make over your social-media profile. Don't Miss: The debut of Practice Makeover1. GET A NEW PICTUREMost of you have absolutely abysmal Sears portrait studio, same background, same suit, same tie pictures. You have to do something that's going to separate you from the rest. Get a local photographer to take a good picture of you at a local landmark. Support local business. Find a moderately priced photographer, have friends and family help you choose the right photo and put it on all of your social-media profiles. ON FACEBOOK: IMAGES, IMAGES, IMAGESUse images to tell your company's story. Put pictures of your team, your office, your conference rooms, events that you're doing without clients (unless you get them to sign a release, depending on your compliance department).... Read full post
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February 27, 2014