While Hispanic and African American adults say it’s in the best interest of financial advisory firms to hire more minority advisors, they are less concerned that their own personal advisor be the same ethnicity or race, according to a new survey...
Small talk is something we all do. We do it to be polite and connect with others. It get’s the conversation going and helps both parties feel at ease before diving into business. Some of us dread it. Some of us thrive on it...
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...
The advisors we coach frequently ask us about finding business owners on LinkedIn. In this blog, I’ll show you three simple ways to find current business owners and those who have sold their business. The first two search tactics...
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...
Grab A Glass Of Wine and Google Yourself
Prospecting for new clients is one of the foundational elements of a successful practice. Unfortunately, this task can seem overwhelming at times. For that very reason, prospecting tends to fall down on our priority list each time a new task...
