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...
In April 2012, FINRA released Regulatory Notice 12-18, which features the Authority's proposed overhaul of the broker expungement process. The overhaul applies primarily to brokers whom customers do not name as defendants to their...
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...
