Access is one of the biggest challenges in our business today. As a financial advisor, you need to be able to separate yourself from the crowd to gain access and build relationships with high net worth clients...
Boston: “I’ve offered a number of second opinions to transition social contacts into business relationships – but no one is taking me up on the offer” started Shawn, a new advisor in our recent training program. He...
An advisor who can demonstrate that they understand these women’s needs and can make their lives easier, will likely succeed in acquiring and engaging these types of clients.
The SEC is working on a rule that would require financial advisors to create transitions plans in case or retirement or a major disruption in their business. The rule, which may come to life by October, is aimed at mitigating the risk of client...
As we enter 2015, the S&P 500 is likely to be up over the last year (up 10 percent as of Dec. 11, 2014). Accordingly, affluent investors are more optimistic about their family’s financial situation despite concerns about taxes, health...
Many owners of financial advisory practices don’t know what their firm is really worth and, in fact, many believe it is worth more than it actually is.
