How to Develop a Fee Schedule
Too many advisors share a reluctance to charge what they are worth. That fear is both a philosophical and a …
Client Service
How a Menu of Services Generates Revenue
Imagine this: You are meeting with clients, reviewing the action items for which they were responsible, when they say, “You …
Creating Advisory Firm Processes and Workflows – Tips and Best Practices
I hear it all the time. “Running a practice by the seat of my pants is exciting.” “Sometimes I follow …
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Financial Advisor Checklists To Enhance The Client Meeting Prep Process
Preparing for client meetings is one of those activities that, if done well, enhances the likelihood of a successful encounter …
Financial Advisor Checklists To Enhance The Client Meeting Prep Process Read More »
If Only Clients Came With Instruction Manuals
If you never have had a client relationship start off strong and then fizzle out, congratulations. For those of you …
Your Value Proposition: A Precursor to the Elevator Pitch
Every business should stand on four legs: values, a mission statement, a vision statement and a value proposition. I discussed …
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