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Summary: Janice Hobbs remembers with mixed emotions when Barron's named her as one of its top-ranked financial advisors in 2008. It was great news, but it also meant that she had to speak before a large audience at the awards ceremony
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Summary: Every year we talk about formalizing our client referral process, increasing our market presence and setting other growth-related goals. But we start January 1 without real plans in place. What can we do this December to ensure we are successful with our resolutions?
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Summary: There are two critical components for effective COI relationships – personal connection AND structure. We often talk about getting personal with your CPA and attorney partners. In our opinion, it’s the most overlooked component of the relationship. But for today, let’s shift focus to the structural piece of this puzzle.
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Summary: Financial advisors needn’t fear the ravages of disruptive technology. They can grab the bull by the horns and ride it themselves. That may be the overriding message of experts in advisor technology, including Spencer Segal and Eric Poirier, speaking at MarketCounsel’s annual conference in Las Vegas on Wednesday
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Summary: Each advisory practice is unique — you may have different strategic initiatives that are higher up on your list than the ones noted here. That said, I believe these five tactics could give you a competitive advantage, and help you win plenty of ideal new business in 2015.
