Why Your Business Needs Millennial Advisors

Aug 15, 2017

There are 4 trends that show, now more than ever, we need to focus attention on fostering the next generation of millennial advisors. This is the first of my 4-part series on the findings of our recent millennial advisor research.

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Why Focus Groups (Not Advisory Boards) Put the Focus Where It Belongs

Aug 10, 2017

Getting generic advice from a cross-section of clients will create a generic advisory firm. But a focus group, made up of the clients you want to replicate, could be the best recipe for growth.

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Use Client Feedback to Drive Engagement and Growth

Aug 8, 2017

A well-designed client survey has the power to deepen your relationships with your clients and transform your business. Actifi’s Martha Blenkush says the effectiveness of your survey hinges on the questions you ask and what you do with the results.

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Why One-Size-Fits-All Client Service Doesn’t (Fit, That Is)

“One size-fits-all” is often ill-fitting – that’s true when it comes to clothing, as well as client service. If you’re segmenting by AUM or revenue, rather than by what is important to your clients, you’re setting them (and yourself!) up for disappointment.

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Do I Need a Robo Solution?

Aug 1, 2017

Offering a robo solution for some of your clients can be tricky. It helps if, from the outset, you focus on the correct segment of your clients and have a clear vision of what your offer will be. Ask yourself these questions to build – or not – a robo solution into your business.

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Founders to Successors: Advisor Transitions

Jul 27, 2017

You’ve probably read a lot of articles about succession planning from the founders’ point of view. But when founder and successor consider one another’s best interests (a term well known in the fiduciary world), it’s more likely to put the “success” into succession.

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8 Tweet-sized Tips from #SMDayPHL to Up Your Social Media Game

Last month’s Social Media Day Philadelphia (#SMDayPHL) was a treasure trove of useful information that I’m already putting to good use. I’ve boiled down pages of notes into 8 tweet-sized tips that I hope will socially inspire you.

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Advisor, Is Your Bias Showing?

Jul 20, 2017

Opposing views make people uncomfortable. It’s natural. People prefer to hear things that reinforce what they already think. It’s a little thing called confirmation bias. But is it keeping you from getting a new perspective, new ideas – and possibly new opportunities?

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4 Reasons to Stay Bullish About this Bull Market

The saying, “You can never have too much of a good thing” is usually followed by, “Nothing lasts forever.” When you consider the current bull market began in March 2009, you (and your clients) may be wondering when this bull will expire.

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What Goes Into a Referral Marketing System?

Jul 13, 2017

Research shows that the top referral-getters have a relatively structured referral marketing system. As Stephen Wershing of The Client Driven Practice notes, that system hinges on getting the right message out and measuring the results.

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