For S&Pete’s Sake: How to Get Your Clients to Break Up with This Index

Are indexes like the S&P 500 mucking up your conversations with clients? What they don’t know about benchmarking could hurt – both their investments and their opinion of your value. Time for a reality check.

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What Kind of Advisor Are You, Lifestyle or Enterprise?

It’s entirely possible that an enterprise advisory business isn’t for you, and a lifestyle business is. But you should know the implications of each on income and valuation, and then choose purposefully.

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How to Profitably Serve Millennials Marg, Chip and Drew

May 30, 2017

Millennials Marg, Chip and Drew don’t want the same planning process and level of service that you provide your HNW clients. And you don’t either, because it won’t be profitable. You need to find a service model that meets their needs and makes sense for your business.

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Shorts: On DOL, Talent Pools, Doing Your Homework and Getting Out

May 25, 2017

Memorial Day is upon us – seems like a good time to grab a pair of shorts (or 4). Today’s “shorts” touch on the DOL and its ramifications, as well as doing your homework (maybe even while you are out of the office).

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What Should You Charge Millennials Marg, Chip and Drew?

May 23, 2017

You’ve met millennials our Marg, Chip and Drew and you’ve used effective marketing techniques to reach them. Now for the tricky part – getting them commit to pay for your services.

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We’re (Only) Human: Why Don’t Advisors Market That Way

May 18, 2017

Your prospects want to get to know you before they ever meet you. Your marketing content is their first look at who you are and what you do. Are you putting your most authentic self out there?

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Capturing the Attention of Millennials Marg, Chip and Drew: Be Relevant and Digital

May 16, 2017

Last week, we met millennials Marg, Chip and Drew. This week, we’ll discuss how you can take those 3 segments and effectively market to them in a way that addresses their needs as potential clients, as well as your needs as a business-owner, trying to maintain a profitable practice.

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Let the Fiduciary Movement Move You to Profitability

May 11, 2017

The fiduciary movement can be better for your business, but what you do with it will affect your value and revenue. Are you building a firm that will command a premium or one that looks like everyone else?

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Segmenting the Millennial Market: Meet Marg, Chip and Drew

We recently surveyed more than 600 millennial investors. By the time you’re done reading this 4-part blog series on the results, you’ll be armed with a plan to develop marketing and service models to fit their needs, while also staying true to your firm’s business objectives.

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Shorts: On Rules, Rhoades and Referrals

Fee-based business is up; transaction-based is down (thanks, DOL Rule). I finally caved to the podcasting craze – referral-based content that did it. Here’s what I’m reading (and listening to) this week.

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