Triple Play: Tips to Grow Your Biz
Triple Play: How to ace the CFP exam
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.
Triple Play: What Reg BI means for RIAs
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.
TriplePlay: How to outsource asset management
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
TriplePlay: How outsourcing asset management can benefit advisory firms
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
TriplePlay: How to make the most of your support staff
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.
TriplePlay: How to use artificial intelligence to make advice businesses better
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
TriplePlay: How to use virtual events to meet new prospects
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.
TriplePlay: How to run a successful business in stressful times
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.
TriplePlay: Engaging better with clients
June 8, 2020 | Runtime:
Jay Coulter of The Resilient Adviser provides three suggestions for how financial advice firms can improve their communications with clients.
TriplePlay: Using inbound marketing to grow
June 1, 2020 | Runtime:
Samantha Russell of Twenty Over Ten describes how to turn one piece of content into ten different communications.
TriplePlay: Generating a successful marketing plan
May 26, 2020 | Runtime:
Jud Mackrill of Carson Group recommends advisory firms focus on three initiatives to create a more effective marketing strategy
TriplePlay: Three steps to prepare advisers for growth
May 19, 2020 | Runtime:
Shirl Penney of Dynasty Financial Partners recommends advice firms adjust their businesses to be ready for organic and inorganic growth.
TriplePlay: Creating a memorable brand
May 12, 2020 | Runtime:
Robert Sofia of Snappy Kraken highlights three ways financial advice firms can make their brands stand out from the crowd.
TriplePlay: Embracing a specialty to build up business
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.
TriplePlay: Finding opportunities in a crisis
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.
TriplePlay: Communicating during quarantine
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.
TriplePlay: Creating a dynamic digital marketing plan
April 14, 2020 | Runtime:
Robert Sofia of Snappy Kraken illustrates three tips for how advisory firms can build a successful automated marketing strategy.
TriplePlay: Engaging better with clients
April 6, 2020 | Runtime:
Jay Coulter of The Resilient Advisor presents three ways that advisory firms can reach out and connect better with clients.
TriplePlay: Optimizing adviser search for better web traffic
March 30, 2020 | Runtime:
Samantha Russell of Twenty Over Ten provides three ways advisory firms can drive more traffic to their websites.
TriplePlay: Investing in technologies that spark adviser success
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.
