I’m a great believer in learning from the competition. For a firm to get going, you must have confidence and drive. But when the firm has grown, it is very easy for the confidence to turn into complacency and the belief that the current...
The calendar is a convenient organizing principle, but it is in no way the optimal one for taking care of wealth management clients in the 21st century.
From design to distribution, learn about this cost-effective marketing strategy for existing clients.
If you’re an advisor who is ready to leave a wirehouse, you’ve no doubt been doing your homework about making the transition to the independent space. You’ve been reading everything you can get your hands on, talked to other...
Las Vegas: “I’d love to know what your research says about today’s elite financial advisors,” Jason remarked prior to my presentation, then specifically asked, “I’d love to know what marketing activities they...
It’s possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction...
Many advisors see LinkedIn as a static webpage. A place they create a profile and let it forever sit like a modern-day yellow page listing. These advisors are missing the point. Getting found on LinkedIn is a living and breathing commitment – ...
Winston-Salem: “How do you maintain such a high level of passion?” Rob asked me as we broke for lunch, then clarified “I’m serious. I’m very impressed with your passion after...
