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Summary: If you’re an advisor who’s aggressive about carving out your fair share of the market, you’ve got to be skilled in “hand-to-hand combat.” In other words, you need to successfully articulate the uniqueness of your brand and be able to position it against the competition. The good news is that the competitive universe is usually limited to a small group in your geographic area.
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Summary: Advisors can benefit themselves and others by getting involved in their communities – if they go about it the right way.
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Summary: A formalized onboarding process is meant to establish the details of how the advisor plans to work with the new client... That means, for instance, determining the services, beyond security selection and investment performance, that the advisor will provide for the client and their families, deciding how the advisor will be paid for their services and setting expectations for how the advisor will communicate with the client.
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Summary: Technology companies love to push how much more efficient their products can make a firm, but some independent advisors concerned with their firm’s bottom line want to be able to quantify their return on investment.
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Summary: Financial advisors are human, so they’re bound to make mistakes. But such missteps don’t have to be occasions for regret — not always. Advisors who have had to own up to and make up for errors say the experience can solidify relationships with offended clients and even make them more loyal to advisors who have had the guts to admit mistakes.
