Maureen Wilke is the president of Wilke and Associates, Inc and an industry known practice management consultant and marketing specialist who works closely with financial advisors to help them take their practice to the next level. She is the author of The CONNECTED Advisor training programs for financial advisors and a contributor to many industry publications. See her LinkedIn profile.
It is a very competitive market out there right now, with financial advisers offering a range of investment options and insurance products.
Don't miss an opportunity to communicate your service levels to clients and prospects.
You too can set your practice apart from the competition by identifying and promoting your platinum services.
Now is the time to identify client events and seminars for the year. Many advisers have told me they have fewer administrative staff members and lower budgets than in the past and are looking for new ideas for client events and seminars.
Over the weekend, my daughter asked me what our family was going to do to help Haiti.
We are a few weeks into 2010 and you may be wondering what you can do to rejuvenate your practice and spice things up
Recent studies have shown clients are considering moving assets or changing advisors. This month, we've been focused on rejuvenating your office and practice without breaking the bank
As December winds down, now is the time to reflect on the last year and determine what, if anything, you would have done differently in your practice or even in your personal life
This week, we will be covering two critical areas for reaching your goals for 2010 and beyond. The first is retaining your top clients. The second critical area is to start outlining your business plan for 2010
Many of your retired clients are discovering that their accumulated savings are insufficient to meet their current expenses, which translates into a need for more retirement income.
