Added on October 2017 in M&A Issues
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Summary: If you are in the business of dispensing financial advice and/or managing wealth for high net worth individuals, you are likely familiar with the statistics showing that this is a greying industry.
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Summary:[Poadcast] In this episode, we pick Mark’s brain about what makes – and will make – advisors and their firms stand out to prospective clients. We dissect important concepts like niche and branding, the common challenges in defining these things. Mark tells us why creating a culture based on clearly defined values is one of the most important responsibilities of a firm’s principal and shares his own approach to doing just that.
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Summary: I’d like to catch-up where we last left off in our millennial advisor blog series, when we covered the topic of recruitment and effective ways for attracting young talent to become financial advisors. Once you’ve attracted them how can you keep them? This week, I’ll share what our research points to as good ways to develop and retain young, new recruits.
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Summary: The fact is, we all want ideal clients who stick with us over time and give us more of their trust and assets and who also introduce us to their affluent peers. A devoted, delighted client base is vital to creating and growing a truly exceptional practice.
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Summary: Always be in integrity. That phrasing is important, because we often think of integrity as something we can possess or a manifest personality trait. That causes us to take it for granted as something that we can call upon at our convenience. But, integrity isn’t a tool to be used for leverage, and it’s not something attainable—it’s a fundamental way of being.
