Beth Blecker, 62, wants to find a female advisor to join her 20-year-old financial planning firm and hopefully take her place when Blecker retires, ideally in about seven to eight years...
Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships. In this episode we walk through a number of creative ways to leverage this annual...
Plan consultants are the critical link in the advisor-plan relationship so it makes sense to focus on hiring, training and retaining the right staff for that role. Several successful consulting firms shared insights on how they do it...
Over the last two years in particular, we have witnessed a series of events that have been highly disruptive to a number of retail broker/dealers. From private equity takeovers and bankruptcies, to multimillion-dollar compliance fines and class...
Is your inbox full of invitations to industry conferences? Mine is and my solution to conference invite overload is to start with a wish list of what I want to gain by attending a specific conference. This systematic approach has helped me achieve...
In addition to the private equity investing aggressively in our space, banks have joined the party by offering credit to fund acquisitions. One particular roll-up has secured a $1 billion line of credit to support its market consolidation strategy...
What makes you different? It's a question asked of nearly all service professionals. In this episode, we help you answer this question by determining you and your teams true differentiatiors. We also show you a nifty website to figure out...
