Today’s affluent investors want to know their financial advisors personally. Getting social with them not only serves that purpose, but it puts an advisor in the position to get personally introduced into their spheres of influence. Monthly...
It’s time for a semi-painless relationship check-up. How deep have you gone with your top clients and COIs? Admittedly, it may be more painful for some than others. But no pain, no gain, right? ...
With more wirehouse and regional advisors seeking greater independence, control, autonomy, superior economics, and the ability to customize the client service experience, independent models have been big winners. In fact, more independent models...
When John Sileo talks identity theft, he speaks from experience. The identity theft expert was first hit by one of his clients who embezzled $300,000. Then, someone bought a house in his name. So Sileo, CEO of sileo.com and author of Privacy Means...
San Diego: “I travel in affluent circles, many of my good friends are affluent, but I’ve never asked any of them for their business,” mused Jane prior to a role play exercise during our Rainmaker Retreat, and...
As next generation investors settle down, accumulate wealth and build up investable assets, they will become an attractive opportunity for financial advisors. But these Millennials can be easily misunderstood...