Earlier this week, we formally introduced you to our podcast. Now here’s a little background on how we got here and how it can help you – by listening and doing.
We’re excited to offer our readers a new way to get practical practice management advice. The Practically Speaking Podcast is live!
There’s nothing about a guy coming down the chimney in these books, but reading them might help you deliver a consistent customer experience like he does.
If you’re building a custom portfolio for every client, you may be doing them (and ultimately yourself) a disservice. Don’t believe me? I’ll count the ways.
There are two modes to career building; growth and value. Assess which one you’re in (or should be in) to help make your next move.
It seems the industry is moving to eliminate C-shares, or at least widely curtail their usage. It makes sense to get there with your clients well before the industry does.
Holiday vacations and slower workdays mean more eyes on social networks. Keep your brand and message going strong over the next six weeks with a little holiday twist.
You didn’t need a poll to know that investment management is not necessarily a core part of your value proposition, but we do have the results of a poll that bears that out. What services can you add that do make your value prop more attractive to more clients?
Of course you try your best to avoid mistakes, but you can exceed client expectations with how you handle them. Then they’re more likely to be a client for life.
Guest Gen-X blogger Laura did NOT win a cool billion last week (not for a lack of trying, apparently) but her search for a financial advisor is heating up. This week, she shares what happened when she Googled you.