Let Your Clients Tell You How You Can Deliver a Better Experience
In 2017, the second annual Investor Feedback Survey gathered opinions from nearly 19,000 clients of advisors across over 400 firms globally. The feedback provided insight into many aspects of a c... Read more
Hiring Decisions That Can Help You Grow Your Business
Growth has been a key priority for advisors over the past five years. And with 10-12% growth rates1, it’s not surprising that advisors are trying to determine the optimal staffing approach. Our 2... Read more
What Advisors Need to Know About Cybersecurity
With major security breaches regularly in the headlines, we wanted to take this opportunity to provide you with some best practices that you can implement in your office. Your CRM system could po... Read more
5 Keys to Building an Effective Wealth Advisory Team
At one point in our careers, we’ve either been a manager or a part of a team. We all have opinions on what a ‘great team’ should feel like — and the attributes of a strong coach/manager. But what... Read more
What “Works” in Digital Marketing and Social Media Advertising for Financial Advisors
As social media usage continues to grow amongst financial advisors and their prospective clients, advisors are growing increasingly interested in whether spending money on social media advertisin... Read more
Should a Financial Plan Really Be Boiled Down to an Index Card of Advice?
Historically, getting paid for financial planning – not just to implement the recommendations, but for “The Plan” itself – meant producing a voluminous physical financial plan for which the advis... Read more
Setting Up Your Office So It Works for You and Your Clients
Your office is where you will do much of your work and planning so it should be enjoyable to spend time in and efficiently laid out. It should also be tidy — no stacks of paper. You want to set... Read more
6 Ways to Create a Comfortable Conference Room
Your conference room is where you will typically spend the most time with clients and prospects, going through your Discovery (and Rediscovery) process, holding quarterly reviews, and making pres... Read more
Your Office Is a Reflection of You. What Is It Saying?
Your biggest competition as a financial advisor is not the advisor down the street or the wirehouses or robos…but companies such as Apple, Lexus, and the Ritz Carlton that have trained the afflue... Read more
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