Despite years of industry hype about how social media can be a valuable marketing tool for advisors, especially among younger prospects, millennials don’t actually want to communicate with financial services firms on social networks. Only 0.03 pe...
If your succession plan involves selling your practice, whether to an outside advisor or to someone inside your practice, chances are the proceeds of that sale represent a large portion of your retirement savings plan. As a result, you’ll...
As we’ve often written about, success in financial services is all about relationship management linked to relationship marketing. One of the most neglected aspects of this is the client review meeting. Many review meetings are...
