The primary driver of any good marketing strategy is client referrals and introductions. The secret: Don't let a lack of clients mar your thinking about the importance of word-of-mouth within your business.
When networking, the first impression you create sets the tone for how the prospect responds to all future contact with you. If you really want to prospect socially, you have to get the prospect to open up to you in the most natural way possible. Consider these tips
The advisory practice of the future is alive and well today, but most firms have not future-proofed their practices to stay ahead of the curve. Are you prepared to adapt to the shifting landscape?...More
Predictable cash flow for companies, sustainable dividends for investors. Those are just two of the potential benefits of the "razor and blades" business model that innovative companies around the world have been adopting....More
If given the chance to do it over, advisors say they would put more effort into planning their transitions. What works best for you depends on your needs and goals. Don’t rush it. Explore your options....More