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Summary: In his time after basketball, Wooden produced a number of noteworthy books on the topic of leadership and success. If you haven’t read any of them, “Wooden: A Lifetime of Observations and Reflections On and Off the Court” is a great place to start. Here are a few excerpts that we thought had particular meaning for financial advisors.
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Summary: Most advisers depend on referrals to provide the majority of their business growth, and some have uncovered best practices to get more client recommendations flowing in from other professionals. Spectrem Group conducted in-depth interviews with 25 accountants and 25 attorneys to find out the secrets of working with these centers of influence.
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Summary: In this day and age, having a presence on this giant of a social media platform is crucial to the success of your business. Twitter provides a medium that enables advisors to connect to their target audience and helps them to reach new prospects.
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Summary: Salesforce officially launched their new CRM specifically tailored to financial advisors, touting it as the only all-in-one solution "that is a client-centric platform, not a product-centric one."
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