Most advisors want to grow. Most grow by referrals. If you want help identifying where you can focus your efforts to attract more referrals, now is your chance.
Back in the early 1900s, a stockbroker named Henry S. Haskins said, “Panic at the thought of doing a thing is a challenge to do it.” He could have been talking about advisors using social media (you know, if it wasn’t the early 1900s). Luckily, our social media manager Heather Wilson is here to encourage you to give it a shot and “fake it ‘til you make it.”
There’s real, tangible value in communicating your brand. When you show people who you are and tie it to what you can do for them, it makes a compelling case to do business with you.
You may never think it’s a “good time” to upgrade your technology (relative to your revenue-generating initiatives). But it’s important to understand the different technology categories and what advisors like you think of them. Luckily, a new survey provides a thoughtful analysis of the market share and user satisfaction rates in the financial planning/investment advisor space.
Think you’ve found your successor? Don’t rush into putting a ring on it – both sides need to make sure that they won’t end up in a dead-end relationship. I’ve got 6 steps to help you smartly integrate your businesses and set you both up for wedded bliss.
Looking for ways to avoid being disrupted by forever-changing financial regulations? Patrick Tucker, owner of True Measure Wealth Management, suggests that it’s a great time to think like an entrepreneur – shifting your mindset and evolving into a new breed of fiduciary.
Are you happy with the quantity and quality of referrals you’re getting? If not, the issue may lie with the way you are branding (or not branding) yourself. Today’s guest post from Tactibrand’s Kirk Lowe sets the table for an ongoing series on advisor branding.
Yes, the Dow Jones Industrial Average recently hit a milestone. And yes, people have started referring to the DJIA as “the market.” But is it really a representative reflection of how the stock market as a whole behaves?
If attendance at the Technology Tools for Today (T3) Conference is any indication, more and more advisors want to understand the fast-moving technology of our industry. Here are my thoughts on the biggest takeaways from this year’s conference, based on conversations with attendees and vendors.