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Summary: I recently joined an advisory firm I had researched and learned about before accepting its offer. I have a deep background as an advisor, team leader and in sales. I felt this firm offered me the chance to utilize my experience and knowledge and become engaged quickly. The people are great. The firm is top-notch.
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Summary: Advisors are clients too ― we just don't realize it.
But if we did, then we might glean insights from our perspective as clients that would have meaningful bearing on our role as advisors.
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Summary: Unexpected financial burdens can come in many forms, from car damage to a serious illness, yet many clients aren’t prepared for such expenses. Moreover, they seem disturbingly nonchalant about it.
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Summary: You can learn something even from your failures. I say this because I recently polled subscribers to my newsletter in conjunction with the marketing consulting firm FiComm Partners. We asked (among other things) how advisors market themselves. Are they using advanced techniques like targeted Google or Facebook ads? How much are they spending on marketing overall? Do they employ a dedicated marketing professional? Other questions related to their return on investment.
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Summary: As an entrepreneur, it is easy to get caught up in your great idea. You just know your product or service is going to be the big one! You should be excited and enthusiastic; after all, you may end up being your best salesperson for a long time.
