What best practices can financial professionals use to market their practice and accelerate their business growth? We review multi-channel solutions that are gaining visibility today for wealth professionals, RIAs and more.
You’ve worked hard to get a prospect in your office. You’ve gathered the appropriate documents, assessed their situation, and discussed your recommendations. Everything seems to be headed in the right direction, but the...
It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). In Episode 36 of The Stephen and Kevin Show, we explore 10 signs that your clients may be seeing someone else. ...
DETROIT — “I love your book on Elite Teams; in fact I use it to help me lead my team,” Gerry exclaimed rather enthusiastically, and then asked, “What is your latest research saying about Elite Teams?&rdquo...
Social media and mobile technology have become simple facts of life for the vast majority of Americans; wealthy clients are no different. They like Facebook and increasingly want to watch online financial videos. What they don’t seem to want to d...
The Olympics in Rio are right around the corner. In our latest episode, we offer some clever ideas to maximize these historic games with both clients and prospects...
MIAMI — “The other night I was at a wine bar with a friend when I ran into someone from my MBA program who I hadn’t seen in years,” commented Stephen, as he attempted to put his thoughts into context. “I...
John Oliver’s 21 minute comedic rant on the problems with retirement plan service providers was entertaining but none of the information was new to financial services industry professionals. What caught our attention was the 4 million...
Ever completed a workout, then glanced in the mirror? Most of you probably have—and the results from that one workout were unnoticeable (how depressing). But results require consistency and a certain level of patience. That said, you don...
