Building The Business Of Your Dreams: Strategies For Growth secure your spot here A One Day Workshop The future has never looked better for well-run advisory businesses. Good businesses make a difference to their clients, make good money for their owners and can be sold for a great price. In the …
If I asked you what you thought to be the number one marketing method for Financial Planning firms, you’d probably say client referrals. According to survey after survey, you’d be right. Yet when I ask most firms how many referrals they generate per week, they look at me strangely. “What …
Getting your investment process right. Having a fully functioning investment process is vital to the success of any Financial Planning firm, yet in my consulting work I’m still coming across firms that don’t have one in place. By fully functioning, I mean: There’s a clear investment philosophy that you believe …
First impressions count so the old saying goes, and the first meeting with a new client is probably the most important interaction in the whole advice process. Get it right and you set up the rest of the initial client engagement; get it wrong and everything can go downhill very …
What do you get when you combine Financial Planners with DIY investors? I know, it sounds like the opening line of a joke, but I’ve been thinking about this a lot lately… Is it possible for Financial Planners to work with DIY Investors? When it comes to working with DIY …