XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.
Why financial advisors should host one this year
Analysis of big-picture data can reveal plan sponsors who might be sources for prospecting.
Think about diversification.
It’s rare to find a firm that grows strongly and consistently without a strategic growth framework approach.
It’s time to venture into the world of Google ads. There’s too much opportunity not to.
Listening to what they say and watching for how they say it.
What to focus on when working with Gen X prospects and clients.
Often all it takes is the right "nudge" to get them started.
Now is an opportunity to grow your practice and prepare it for future success.
