There’s a competitor in all of us. And that’s great – until it isn’t. With every new client “win,” you should consider what it does for your business long-term. Using that lens can help you determine when the winning strategy is to actually say no.
We all know that technology is an enabler in the financial services industry – but we tend to think of it in terms of investments and workflows and the like. But there’s a new tech kid in town – content marketing technology – and it’s helping advisors build and deepen relationships. I sat down with AdvisorStream CEO Kevin Mulhern to find out more.
It’s happening again! Today, we launched Part 2 in our End-to-End Excellence Series – Continuous Client Service – Lock in Loyalty and Build Your Business to those of you who registered […]
I hope so. Today, we launched the long-awaited premiere of Sales & Onboarding – Your Last Chance to Make a Good First Impression to those of you who registered to […]
The t-ball season is about to come to an end for my youngest son and it can’t come fast enough for his coach (me). This year’s squad of five year […]
Last month, I wrote a post called What Side of the Ledger Are You On? which covered the latest PriceMetrix study on the State of Retail Wealth Management and the […]
Last year, we conducted a poll asking advisors: “What source do you most value when learning about industry best practices around growth and other objectives?” More than 91% said “Our […]
Last weekend, I had a discussion with an advisor in a very successful firm. I usually avoid “shop talk” during the weekend, but the conversation was very interesting and as […]
Last week, I participated in a webinar discussing “Fresh Directions in the Retirement Market.” There was some really good information on retirement income products, as well as tips on taxes […]
A few months back, I wrote a post called “Holiday party small talk; don’t say you are a financial advisor.” The post generated quite a lot of comments, both positive and […]