1 visitor like this article | Viewed 3834 times | 0 comment
Summary: To advance your business to a higher level of success, there is one step you must take: Create strategic alliances with other professionals who serve the affluent. There's simply no better strategy; these referral alliances can help you make huge strides in terms of revenues, profits, business valuation and even overall enjoyment of your career.
1 visitor like this article | Viewed 4096 times | 0 comment
Summary: Diversity. It’s key to U.S. demographics — and your practice. But what does that really look like when it comes to your marketing and business development? Reaching out to small-business owners of different backgrounds and paying attention to special occasions could be a great way to broaden your client base.
1 visitor like this article | Viewed 3962 times | 0 comment
Summary: As a leader, consultant, coach, and, most importantly, advisor, I dedicate a considerable portion of my time to envisioning, anticipating and planning for the future, especially at the beginning of the year. Yes, measuring success is about increasing revenue, gaining new assets, and achieving a work/life balance. But, it’s also about taking your past experiences and moving forward in a smarter way. Here are eight trends I saw among successful firms last year that advisors looking to grow should implement in 2014
1 visitor like this article | Viewed 4143 times | 0 comment
Summary: There’s no question that small-business owners benefit from sound wealth planning. But as advisors who serve entrepreneurs know, it’s a two-way street. Clients who launch and run companies frequently impart managerial wisdom that can improve a financial-advice practice. These clients often provide instruction without even meaning to, advisors say, serving either as role models or cautionary tales and offering lessons both practical and philosophical.
1 visitor like this article | Viewed 4263 times | 0 comment
Summary: Financial advisers who want to attract female clients must carefully craft a message designed for that particular woman's knowledge and interest level.
