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Summary: When financial adviser Gordon Bernhardt hiked back up from the bottom of the Grand Canyon five years ago, he knew he had one of the best experiences of his life.
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Summary: If you are a financial advisor, you are in the relationship business. It’s all about earning trust and developing a connection with your clients that can last a lifetime. Technology has changed the landscape of how people meet and connect.
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Summary: Financial advisors are buzzing these days with long-needed discussions about fee structures and the way clients pay advisors for their services. But setting a fee structure is only half of the equation. The other half is the distribution of compensation throughout the firm, from support staff to ownership.
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Summary: Content marketing is defined as “any marketing that involves the creation and sharing of media and publishing content in order to acquire and retain customers.” For financial advisors, it can be a one of the most effective way to differentiate your firm and tell your story.
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Summary: Where does all the time go? For financial advisors who must divide their days between client meetings, following up with prospects, networking with peers, responding to e-mails and taking care of other crucial tasks, it can often feel as though there aren’t enough hours in the day.
