0 visitor like this article | Viewed 4336 times | 0 comment
Summary: Years ago, in a meandering conversation on what advisors need to be successful, the successful advisor and author Susan Hirshman caught me up short by telling me that it’s only one thing that advisors want and need to be successful: new, good clients.
Added on April 2018 in Form an RIA
0 visitor like this article | Viewed 4174 times | 0 comment
Summary: When James Brewer was seeking his own financial adviser in 2005, he was interested in investing in companies that had a history of hiring African-Americans like himself. One adviser he met with was sympathetic and at one point suggested Mr. Brewer consider becoming a financial adviser. A year later, he did just that.
0 visitor like this article | Viewed 4068 times | 0 comment
Summary: Years ago, when I worked as a financial advisor at a major brokerage firm, we learned highly sophisticated ways to analyze clients’ investment ideas so we could consistently tell them “no.”
0 visitor like this article | Viewed 4148 times | 0 comment
Summary: Accountability is a trait many advisors lack, but one that elite advisors always possess. No matter how great your talent you won’t get ahead unless you become accountable for your actions and the actions of your clients. Without accountability you won’t develop the self-discipline you need to take charge of your career and make changes for the better.
0 visitor like this article | Viewed 4416 times | 0 comment
Summary: If you are an independent financial advisor looking to find an untapped pool of retirement-ready prospects, look no further than social media marketing, and specifically, advertising on Facebook. It offers a unique set of values to financial advisors unlike any other online or offline marketing platform available today.
