How to Deepen Relationships with Centers of Influence
Building a reliable network of centers of influence (COIs) is one of the surest ways to engage with new prospects […]
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Advisor Perspectives
Protecting Your Most Valuable Assets
For many advisors, their practice is their largest asset. As with most assets, it is essential to protect your practice.
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How Advisors Should Work with Wholesalers
In my recent article on investment philosophy, I mentioned using your relationship with wholesalers to benefit your clients. Developing good relationships
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Best Practices for Client Meetings via Webinar
Conducting client meetings through a webinar is a great value-added service. It is an upgrade from telephone meetings and a
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Reevaluating Your Investment Philosophy
Every advisor, myself included, has an investment philosophy from which all investment recommendations are developed. Advisors will regularly reevaluate their
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A 40-Step Plan to Bring on a New Client
Yes, my new client on-boarding process includes 40 steps. And many of the steps include sub-steps. There’s no need to
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Successful Networking for Introverts
Before we know it, the first quarter of 2016 will be behind us. If you are not on track to
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How to Create an Effective Introductory Packet
An impactful information packet is an easy and effective way to gain an advantage over your competition. It is especially
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Some Not-So-Obvious Items to Include in Your Year-In-Review Letter
Here’s some important information for you to consider including in your client year-end letter: First of all, it’s not too
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A Checklist to Make Your Office Stand Out
In July 2015, Dan Richards shared information on appropriate dress for client and prospect meetings. He stated that “what you wear will
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