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Summary: Many financial advisors reason that their high net worth clients prefer meeting only one or two times a year because the advisors have difficulty scheduling more frequent meetings with them. They are busy people, but in many cases, the reason for the reluctance is that the clients are not experiencing valuable results for the time expended.
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Summary: Growth ambitions can easily cloud smart judgment calls. Sometimes advisers forget to look before they leap when they want to land a new deal or venture. And what happens next can result in wasted expenditures, hidden costs and ineffective results. Let's look deeper at a few mistakes firms make that could keep them from growing.
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Summary: As a financial advisor running your own practice, enhancing your virtual online presence is key to successful growth. This week, I had the pleasure of speaking with Jennifer Goldman, President and founder of My Virtual COO. My Virtual COO provides an array of services for wealth advisory firms ranging from ongoing tech service and support related to integrations, workflow processes, and more.
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Summary: Media exposure can help an advisory practice in many ways including improving credibility, providing free exposure and giving an adviser a solid voice in the profession.
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Summary: Financial advisors can now earn continuing education credits approved by the Certified Financial Planner Board of Standards regarding Medicare.
