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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...
WealthManagement.com’s 23rd annual Broker Report Card, our annual survey that lets advisors from the six major national brokerages rate their employers on a number of factors, shows that advisors were, overall, feeling better about where...
Most advisors will lose clients’ assets when they are passed down to the next generation. Julie Littlechild, CEO and founder of Advisor Impact, spoke with REP. about where advisors are going wrong, and what they can do to fix it.
People always remember their favorite gift, whether it was a Red Ryder BB Gun or a family heirloom from Aunt Polly. And it's a wise advisor who finds gifts that will create new memories with their clients, fostering a strong relationship and...
We all know that relationships are the core of our business. They are the nucleus of our success. And even though we intuitively understand this principle, oftentimes we don’t give these key relationships the attention they deserve.
The days o...
The WealthManagement.com list of the Ten Best Business Books, now in its second year, recognizes the most useful business books for financial professionals. Over 25,000 business books were published in 2013. WealthManagement.com editors got...
