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.


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?


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.


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?


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.


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.


Client Portals – Many Options, Different Goals

May 2, 2017

We are at the beginning of the age of the comprehensive client portal. There are many players with numerous capabilities and goals, but the overarching goal is the same – putting investors at the center of the financial universe.


What is Your Marketing Mindset?

Are you paying enough attention to marketing your business? Your growth goals may depend on it.


One Millennial Compares Investing Options: How Did You Fare?

Apr 25, 2017

A friend of mine had some money to invest, so she decided to explore her options. Her online research tells a story that’s probably not unlike other consumers. So did she pick you?


Key Questions to Ask Millionaires to Build Trust

Apr 20, 2017

Building a system of trust is key to attaining your ideal clients. Grant Hicks, president of Advisor Practice Management, says it’s all about knowing the right questions to ask, and when and how to ask them.





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