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.
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.
The train has left the station. The cat is out of the bag. Choose whatever expression you want – but whether the DOL rule is delayed, modified or killed, a more educated general public will demand that you act in their best interests.
Incorporating a multigenerational strategy is one way to help your firm grow. Let’s look at 3 different approaches, each requiring varying levels of commitment and change.
If you’re an advisor who (unintentionally) lets your business run you, rather than the other way around, there’s hope. Today, I’m sharing a chapter from Julie Littlechild’s new book, The Pursuit of Absolute Engagement.
In our recent survey of high-net-worth and penta-millionaire investors, the questions focused on their perceptions of goals-based investing. The results might have you reconsidering your New Year’s resolutions.
You can’t build a strong relationship with your clients by meeting them once a year. Maybe you can take a page out of my advisor’s playbook.
The problem with any list of New Year’s resolutions is just that – it’s a list. What if, instead, you implemented a program around one goal, created accountability and made it a part of your daily life? I have a few ideas to get you started.