Triple Play: Tips to Grow Your Biz
August 10, 2020 | Runtime:
Earning the designation of certified financial planner isn’t easy, but Tanya Nichols, founder and president of Align Financial in Minnesota, has three tips for those taking the exam.
August 4, 2020 | Runtime:
Brian Hamburger, founder of MarketCounsel, explains what RIAs need to know about the SEC’s package of rules on advice standards, including the implications for firm marketing.
July 28, 2020 | Runtime:
Craig Butler, managing partner at tru Independence, lays out three steps advisers should take if they want to turn over asset management to a third party
July 21, 2020 | Runtime:
Craig Butler, managing partner at tru Independence, lays out the top three reasons firms should consider hiring a third party to manage portfolios
July 14, 2020 | Runtime:
Erin Botsford, founder and CEO of The Advisor Authority, outlines what a financial adviser’s support staff should be doing to ensure the adviser can concentrate on growing the business.
July 1, 2020 | Runtime:
Andrew Altfest, president of Altfest Personal Wealth Management, on three tips to using the technology to automate the front office and make other improvements to combat robo advisers
June 30, 2020 | Runtime:
Michael Silver and Eric Sheikowitz of Focus Partners offer three reasons that advisory firms should be hosting online events like cooking classes to drum up new business.
June 23, 2020 | Runtime:
Stephanie Bogan, CEO of Educe Inc., offers three tips on how to manage stress and continue operating effectively even when business circumstances present challenges.
June 8, 2020 | Runtime:
Jay Coulter of The Resilient Adviser provides three suggestions for how financial advice firms can improve their communications with clients.
June 1, 2020 | Runtime:
Samantha Russell of Twenty Over Ten describes how to turn one piece of content into ten different communications.
May 26, 2020 | Runtime:
Jud Mackrill of Carson Group recommends advisory firms focus on three initiatives to create a more effective marketing strategy
May 19, 2020 | Runtime:
Shirl Penney of Dynasty Financial Partners recommends advice firms adjust their businesses to be ready for organic and inorganic growth.
May 12, 2020 | Runtime:
Robert Sofia of Snappy Kraken highlights three ways financial advice firms can make their brands stand out from the crowd.
May 4, 2020 | Runtime:
Claire Akin, author of "The Marketing Guide for Financial Advisors," presents three ways that advice firms can attract clients and charge a premium for specialized services.
April 27, 2020 | Runtime:
Erin Botsford of The Advisor Authority describes ways advisers can use challenging times, like the current pandemic, as opportunities to improve their businesses.
April 20, 2020 | Runtime:
Andrew Altfest of Altfest Personal Wealth Management describes three ways advisers can reach out to clients during the COVID-19 pandemic.
April 14, 2020 | Runtime:
Robert Sofia of Snappy Kraken illustrates three tips for how advisory firms can build a successful automated marketing strategy.
April 6, 2020 | Runtime:
Jay Coulter of The Resilient Advisor presents three ways that advisory firms can reach out and connect better with clients.
March 30, 2020 | Runtime:
Samantha Russell of Twenty Over Ten provides three ways advisory firms can drive more traffic to their websites.
March 22, 2020 | Runtime:
Shirl Penney of Dynasty Financial Partners recommends advice firms develop a technology investment roadmap that matches up to their specific goals.