The migration of solo advisors into advisor teams picked up momentum in the 1990’s when research revealed advisory teams scored higher in key performance metrics
In the 1980’s and early 1990’s, the financial services industry was largely transactional in nature with most advisors focused on selling as many products as
One of the primary ways wealthy people find financial advisors is through professional referrals, specifically CPA’s and attorneys. A survey of financial advisors revealed that
Goal setting is a common denominator shared by all top advisors. Every advisor dreams of success but those who achieve it understand that goals are
Our partner Jim recently read a powerful book about the Financial Crisis he believes everyone should read. It’s called “Reckless Endangerment: How Outsized Ambition, Greed,
Work with Nonprofits to Meet Affluent Prospects Nearly every city has nonprofit organizations that provide resources for the benefit of residents. Volunteering with any of
As a financial advisor trying to grow your business, hosting events can be a great way to enhance relationships with your current clients and meet
Target These Referral Sources to Get Qualified Prospects One of the best ways to build your practice is to align yourself with other professionals who
What is the one question all affluent investors ask when financial advisors vie for their business? “Why should I do business with you?” One of