A recent post-game interview with Drew Brees, quarterback of the New Orleans Saints, offers some excellent insights on relationship management. Not a football fan? Stick with us. These lessons apply to everyone. The way in which...
My New Financial Advisor founder Frank Troise sold his one-year old firm to Invested.In, an online crowdfunding support site this past October — a merging Troise believes will bring advisors more prospects. How? Through crowdfunding &mdash...
New Orleans: “There’s so much going on this time of year, it’s easy to socialize in my world,” explained Tim during a peer-to-peer roundtable discussion, then lamenting, “but I find it difficult to have business...
Most advisors will lose clients’ assets when they are passed down to the next generation. Julie Littlechild, CEO and founder of Advisor Impact, spoke with REP. about where advisors are going wrong, and what they can do to fix it.
People always remember their favorite gift, whether it was a Red Ryder BB Gun or a family heirloom from Aunt Polly. And it's a wise advisor who finds gifts that will create new memories with their clients, fostering a strong relationship and...
Feeling overwhelmed? Many business consultants or coaches will tell you to fire your least profitable clients. But client segmentation is more than that. Here’s how one RIA did it.
Chicago: “I’m going to be very direct with you, I’m cheap.” Allen stated to me in a tone of both challenge and pride, before he posed his question, “Do you have any suggestions for holiday gifts on the...
