TriplePlay: How to make the most of your support staff
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
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
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
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: How to use artificial intelligence to make advice businesses better
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: Engaging better with clients
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
Samantha Russell of Twenty Over Ten describes how to turn one piece of content into ten different communications.
TriplePlay: Generating a successful marketing plan
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
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
Robert Sofia of Snappy Kraken highlights three ways financial advice firms can make their brands stand out from the crowd.
