Business Planning http://wealthmanagement.com/taxonomy/term/23681/more en Stephen and Kevin Show Episode 28: Five Growth Tips for New Advisors http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-28-five-growth-tips-new-advisors <div class="node-body video-body">Are you a new advisor? Or, do you have a new advisor on your team? If so, don't miss this episode. We offer five growth tips for new financial advisors. </div> <p><a href="http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-28-five-growth-tips-new-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-28-five-growth-tips-new-advisors#comments Business Planning Client Relations Marketing Prospecting Practice Management Wed, 25 May 2016 14:00:00 +0000 1193151 at http://wealthmanagement.com Top Four Ways to Build a 'Fi-Borg' Advisor Platform and Beat the Robos http://wealthmanagement.com/business-planning/top-four-ways-build-fi-borg-advisor-platform-and-beat-robos <div class="field-byline"> Steve Dunlap </div> <div class="field-deck"> Independent advisors can embrace the fi-borg wealth management model and help shape our industry's future. </div> <div class="node-body article-body">Independent advisors can embrace the fi-borg wealth management model and help shape our industry's future.</div> <p><a href="http://wealthmanagement.com/business-planning/top-four-ways-build-fi-borg-advisor-platform-and-beat-robos" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/top-four-ways-build-fi-borg-advisor-platform-and-beat-robos#comments Business Planning Practice Management Fri, 20 May 2016 19:45:00 +0000 1189231 at http://wealthmanagement.com Issam Khriji/iStock/Thinkstock Your Clients’ Greatest Motivator http://wealthmanagement.com/client-relations/your-clients-greatest-motivator <div class="field-deck"> The greatest motivator of today’s affluent is the fear of loss. </div> <div class="node-body article-body">The greatest motivator of today’s affluent is the fear of loss.</div> <p><a href="http://wealthmanagement.com/client-relations/your-clients-greatest-motivator" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/your-clients-greatest-motivator#comments Business Planning Client Relations Practice Management Thu, 19 May 2016 14:36:00 +0000 1188011 at http://wealthmanagement.com Culture of Service Yields Great Returns for All http://wealthmanagement.com/practice-planning/culture-service-yields-great-returns-all <div class="field-byline"> Carrie Hansen </div> <div class="field-deck"> All firms talk about service, but the key is backing it up with stellar execution. </div> <div class="node-body article-body">All firms talk about service, but the key is backing it up with stellar execution.</div> <p><a href="http://wealthmanagement.com/practice-planning/culture-service-yields-great-returns-all" target="_blank">read more</a></p> http://wealthmanagement.com/practice-planning/culture-service-yields-great-returns-all#comments Business Planning Practice Planning Practice Management Tue, 17 May 2016 17:03:00 +0000 1185611 at http://wealthmanagement.com adekvat/iStock/Thinkstock Breakaways Remodeled http://wealthmanagement.com/business-planning/breakaways-remodeled <div class="field-deck"> Your new remodeled firm will be much nicer than your old firm—and if you don’t design it correctly, you can always remodel again. </div> <div class="node-body article-body">Your new remodeled firm will be much nicer than your old firm—and if you don’t design it correctly, you can always remodel again.</div> <p><a href="http://wealthmanagement.com/business-planning/breakaways-remodeled" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/breakaways-remodeled#comments Business Planning Practice Management Tue, 17 May 2016 15:36:00 +0000 1185451 at http://wealthmanagement.com leszekglasner/iStock/Thinkstock Your Team’s Most Critical One-Sheet http://wealthmanagement.com/marketing/your-team-s-most-critical-one-sheet <div class="field-deck"> This may be the simplest, but most effective marketing tool you ever create. </div> <div class="node-body article-body">This may be the simplest, but most effective marketing tool you ever create. </div> <p><a href="http://wealthmanagement.com/marketing/your-team-s-most-critical-one-sheet" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/your-team-s-most-critical-one-sheet#comments Business Planning Marketing Practice Management Thu, 12 May 2016 14:35:00 +0000 1181821 at http://wealthmanagement.com Ingram Publishing/iStock/Thinkstock Ten Questions Advisors Should Ask When Hiring an Estate Planning Attorney http://wealthmanagement.com/estate-planning/ten-questions-advisors-should-ask-when-hiring-estate-planning-attorney <div class="node-body gallery-body">When evaluating possible estate planning counsel, an advisor should consider these ten questions.</div> <p><a href="http://wealthmanagement.com/estate-planning/ten-questions-advisors-should-ask-when-hiring-estate-planning-attorney" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/ten-questions-advisors-should-ask-when-hiring-estate-planning-attorney#comments Business Planning Estate Planning High Net Worth Practice Management Thu, 05 May 2016 16:37:00 +0000 1176441 at http://wealthmanagement.com The Right People with the Right Stuff: Leadership and Pipeline http://wealthmanagement.com/business-planning/right-people-right-stuff-leadership-and-pipeline <div class="field-deck"> This is part two of a two-part post on how talent influences practice growth, efficiency and success. </div> <div class="node-body article-body">This is part two of a two-part post on how talent influences practice growth, efficiency and success. </div> <p><a href="http://wealthmanagement.com/business-planning/right-people-right-stuff-leadership-and-pipeline" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/right-people-right-stuff-leadership-and-pipeline#comments Business Planning Practice Planning Practice Management Thu, 05 May 2016 15:12:00 +0000 1176121 at http://wealthmanagement.com jozefmicic/iStock/Thinkstock Stephen and Kevin Show Episode 27: 10 Creative Ways to Touch Base With Prospects, iPhone Hack http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-27-10-creative-ways-touch-base-prospects-iphone-hack <div class="node-body video-body">In episode 27 we share an iPhone hack to free up space and 10 creative ways to touch-base with prospects.</div> <p><a href="http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-27-10-creative-ways-touch-base-prospects-iphone-hack" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-27-10-creative-ways-touch-base-prospects-iphone-hack#comments Business Planning Client Relations Marketing Prospecting Practice Management Thu, 05 May 2016 14:00:00 +0000 1176131 at http://wealthmanagement.com Research Cracks the CPA Referral Code http://wealthmanagement.com/business-planning/research-cracks-cpa-referral-code <div class="field-deck"> Elite advisors have invested the time, energy and resources to develop relationships with their COIs in a manner that is much different from that of the general population of financial advisors. </div> <div class="node-body article-body">Elite advisors have invested the time, energy and resources to develop relationships with their COIs in a manner that is much different from that of the general population of financial advisors. </div> <p><a href="http://wealthmanagement.com/business-planning/research-cracks-cpa-referral-code" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/research-cracks-cpa-referral-code#comments Business Planning Practice Management Wed, 04 May 2016 13:58:00 +0000 1174931 at http://wealthmanagement.com maxkabakov/iStock/Thinkstock