From AUM growth to client retention, acquisition, and NIGO rates, it takes a clear-eyed look at the past year's record for advisors to set smart 2025 goals.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Having a well-defined marketing plan can help focus their strategies and tactics – but that's just the start.
If you aren’t actively discussing referrals at every meeting, it’s time to make a change.
Moving upstream and gaining more decamillionaires requires a different value proposition compared to simply running a successful wealth management firm.
Reap the benefits of paying careful attention to what's important to your clients.
Take advantage of the slower pace to deepen valuable client connections.
Be yourself and embrace what makes you unique - that's what clients are looking for.
A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
Firms benefit from different points of view and diversity; if women are underrepresented on your team, take steps to change that.
