2018 Annual SSG Conference
May 01, 2018 | Runtime: 1:37
Trust is the most essential, and most evasive, factor to building a great practice. How can you earn and keep your client's trust? Peter Mangan of Shareholders Service Group explains.
May 01, 2018 | Runtime: 1:21
What's the biggest hurdle to profitability for financial advisers? Coaching Expert Angie Herbers offers some tips and strategies for success.
April 30, 2018 | Runtime: 2:25
In the highly competitive advice space, advisers are hunting for affluent clients. But what does that mean for the mass affluent? Bob Veres has some bad news.
April 30, 2018 | Runtime: 1:56
Advisers excel at working with their clients, but they struggle when it comes to working on their business. How can they improve? Tim Welsh of Nexus Strategy has some ideas.
April 30, 2018 | Runtime: 2:13
Advisers are still worried about regulation and the fiduciary issue. How can the FPA help? Shannon Pike offers his perspective.
April 30, 2018 | Runtime: 1:32
Your client's financial life is complicated. How can you help them to hit the easy button? Peggy Doviak offers some tips for how to keep it simple.
April 25, 2018 | Runtime: 2:26
When your practice reaches a certain inflection point, technology becomes even more critical. What do you need to take you and your practice to the next level?
April 25, 2018 | Runtime: 1:39
NAPFA is looking ahead at the rest of 2018 and has a broad agenda that includes improving diversity in the advice industry. What's next? Geoffrey Brown offers his insights.
April 25, 2018 | Runtime: 2:27
Divorce causes upheaval for men and women. How can a good adviser help? Stacy Francis offers some strategies to develop this niche.
April 25, 2018 | Runtime: 2:04
When it comes to expanding your practice, many advisers are considering acquiring. But is this the right time? Greg Friedman of Private Ocean weighs in.