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Focus on Referral Sources and They Will Refer You

Added on April 2017 in Manage Your Practice
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Summary: I was talking with an advisor last week about how to get into conversations about what he does. He was relaying the story of going jogging with a friend who could be a good client but is, more importantly, connected to a large network of people who fit this advisors ideal client description.

Who's fighting for advisers and clients in financial data debate?

Added on April 2017 in Manage Your Practice
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Summary: Young digital-first firms hoping to revolutionize the way advisers manage client finances and build their wealth claim they have run into resistance from major banks opposed to sharing financial data.

How Much Should You Budget Towards Marketing?

Added on April 2017 in Manage Your Practice
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Summary; As an estate planning national practice development expert, I’m frequently asked “How much should I spend on marketing?” It’s a very good question.

Expensive Technology Presents Advisors with an Unacceptable Trade-Off

Added on April 2017 in Manage Your Practice
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Summary: The fiduciary standard is an important part of every advisor’s practice, regardless of what the final draft of the Department of Labor’s proposed regulation states, or when it goes into effect.

How to define yourself as a life insurance adviser

Added on April 2017 in Manage Your Practice
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Summary: Over the course of my career, I learned that if I didn't define myself, then I was defined by what others said about me. Life insurance advisers distinguish themselves as advisers by first defining their role and responsibilities on the planning team.

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