Do you remember how in high school gym, your teacher would always say, “There is no I in team?” Well, he may have been on to something. It turns out we are so much smarter than just “I”. Hands down, one of the greatest gifts I have been given is my amazing team. Do …
As an advisor, marketing may be a foreign language to you. But using the talents of your voice and a properly selected group of COI’s you can change the way you market and share your wisdom.
Are you relying on the right skill set to bolster your revenue? Understanding the difference between marketing and sales will help you work hard where you need to.
Why and how advisors should be leveraging COI relationships by starting their own podcast.
People, including your clients and your prospects, are barraged with an onslaught of misinformation every day. Having a message that resonates (your Brand) and providing evidence that you are who you say you are, is essential. Here are some reasons and solutions.
According to the Chinese zodiac, 2018 is the year of the dog.¹ I have no idea what that means for you or if you even care. What I do know about 2018 is that growing your practice will take a big commitment. Here are five ideas that work well when done together and in sequence.
Here’s a quick compilation of financial advisor concerns we’ve seen time and time again. We’ll start with some obvious answers to the questions and later, provide some solutions.