When building your practice, your best prospects are people you already know. They’re far more receptive to your message than someone you cold call. But
How to Build Client Relationships That Foster Long-Term Loyalty Good communication builds trust and inspires loyalty. Can that be accomplished with only e-mail? In today’s
Developing a top advisor mindset is an important strategy in elevating your practice. The right attitude and approach is imperative to success. Top advisors share
Which One Makes the Best Financial Advisor? The financial services industry has changed. In the 1980s and 1990s, it was product-oriented, and salesmanship was a
Which financial advisor do you think is more successful in the example below? Karen welcomes all types of clients to her practice. John specializes in
How many client relationships is optimum for an elite financial advisor? a) 1,000 b) 500 c) 100 If you guessed 1,000 or 500, you may
It’s the end of the year and that means “review” season. You either look forward to reviews, or you dread the process. If the latter,
For you those of you in leadership roles, the end of the year is always a scramble as we race through the finish line, wrap
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