Love it or hate it, the DOL fiduciary rule is here. But this rule could actually have a positive impact on your advisory business, if you look at it in the right way. This week, I’m talking about streamlining your small accounts, creating consistency in your revenue stream, and setting up a “feeder system” for larger accounts down the road. (See? That all sounds pretty good.)
Financial Literacy Month may be coming to an end, but you’re still in a great position to educate your younger clients. IF you do it right. (And yes, that means I’m going to show you what you’re doing wrong.)
My last post, The Letter Advisors Will Never Get from Their Clients’ Kids, sure seemed to strike a nerve with some of you. So now that I have your attention, I’ve got some actionable ideas to help you make financial planning more family friendly and inclusive.
What first impression does your website give to prospects and clients? If that question made you hang your head (or go to your website because you can’t even remember what it looks like), then today’s post is for you.
The coaches’ game plans will be one of the most important tools determining the outcome of the game. I liken that to one of your most important tools – the investment policy statement (IPS). It’s what can keep your clients on course and headed for success.
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 […]
This past Memorial Day weekend we (for once) didn’t overcommit ourselves. I was able to spend quality time with the family and even got caught up on some my reading. […]
When I meet with advisory firms, one of my favorite questions is “What sets you apart in your business and your community?” I wait a second then follow up with […]
“Next year, I’m going to <insert resolution here>.” Who hasn’t done that? We all look ahead to a new year with the best of intentions, but it’s not often we […]