It’s hard work, but if an adviser is serious about growing, the best approach is good old-fashioned prospecting.
The approaches of the different types of buyers vary, so it’s essential to know how they approach the process.
Have systems in place so that clients experience a personal connection on a regular basis. This includes reminders to call or email them simply to touch base and let them know you’re thinking of them.
The greatest value we add as financial advisers is keeping clients from making mistakes from which they cannot recover.
There's nothing worse than workaholic leaders gumming up the works because they won’t delegate
Fixing up the business will make your work more enjoyable and your firm more profitable
Rather than stop working, many older advisers simply ‘retire in place.’ But are clients’ interests really that well served if you aren’t fully engaged?
As you consider each new endeavor, think about how it will affect four types of freedom
To get bigger, you’ve got to have a clear vision of what your firm will need
We do everything in our power to provide clients with the best service possible. But the high level of service we provide begins with our people
