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Summary: Operations departments are the first line of defense in the financial services industry — they ensure that client portfolios are properly managed, traded and kept secure day in and day out. Yet when the ops side of the business is doing its job well, clients may not even realize the function exists.
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Summary: The right content is critical to creating trust, influence, and inspiring new business opportunities. In my experience, it’s taken over as the key online marketing strategy. Yet, so many advisors lack the ability and resources to pull it off. Let alone well enough to achieve the results they want and expect.
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Summary: Most advisory firms operate with a “client-first” strategy, meaning that pleasing clients comes before everything else. While serving clients with great care and attention defines your firm's mission, the health of your enterprise depends on employees. Without them, you would not have the capacity to grow, the ability to deliver an exceptional client experience or, in some cases, the technical qualifications to perform vital functions.
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Summary: I receive a lot of emails from firms and producers with less than $1.2M in revenue, so I am going to use this blog to speak to all of you. It’s very common among independent advisory firms nearing that revenue level to see their growth slow dramatically.
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Summary: Gratitude can be defined as the quality of being thankful or the readiness to return kindness.Janus Labs, Janus Capital’s consulting arm, created a program it called “The Art of WOW” nearly five years ago to help encourage advisors and financial professionals to express gratitude on a regular basis.
