Spice Up Your Website (Here’s how … )
Your website must necessarily be boring because you’re a financial advisor, right? After all, you need to be taken seriously so people can trust you with their money and their investments, the economy...
View ArticleThis Free Mobile App Could Replace Your Business Plan
I’ve been writing about business planning a long time! I always hear financial advisors tell me that the years they take the time to actually write out a business plan were their best in terms of...
View ArticleDo You Need to Take a Time Out from Prospecting?
Sometimes you need to briefly set aside productivity to get organized. This happened to me just last week when I recognized that in bringing on several new clients and meeting ongoing writing and...
View ArticleShake Up Your Advisory Practice in the New Year
A new year can inspire us to make positive changes, whether it’s hitting the gym more faithfully, spending more quality time with loved ones—or growing our business to new levels. When it comes to your...
View ArticleWhen Client Relationships Get Toxic—And What to Do About It
It’s rare—but sometimes client relationships turn ugly. I spoke to advisor awhile back who was forced to fire a client who had berated a staff member. On another occasion that made news in New York...
View ArticleTwo Blunt Questions You Should Ask Staff Members Regularly
How do you get the most out of your staff? You depend on client service associates, junior planners and other team members to reach your goals. You need them to be competent, efficient—and highly...
View ArticleNews Roundup: Client profiling, breakaway satisfaction, and retirement...
Practice Management If you want to truly understand your clients and help them attain their long-term goals, client profiling is key. Scott MacKillop, CEO of First Ascent Asset Management, shares some...
View ArticleNews Roundup: Start early with financial literacy, six types of advisors, and...
Practice Management It’s never too early to help clients-to-be form good financial habits. According to one report, some financial behaviors in children are formed by the time they are age 7, notes an...
View ArticleNews Roundup: Delegating practice management, legal tips for breakaways, and...
Practice Management There was a time when advisors wanted to spend all their time just seeing clients. Now their firms have grown, advisors have matured, and they are embracing practice management,...
View ArticleThe One Thing You Should Be Doing for Your Practice
The one thing you should be doing for your practice is the one thing you’ve most avoided doing—the thing you know deep down must get done. The secret? The one thing is different for everyone. Maybe...
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