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Summary: Independent financial advisers are increasingly finding clients from a range of investor pools, not just snagging most away from big-name brokerages. In some cases, they are even stealing them away from firms that look a lot like themselves.
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Summary: How many of you have written the following at some point?
- Just checking on the status of…
- Actually, I only needed…
- Sorry to bother you…
I know I have done this! So, why do we do this? Why strip our writing of any power? Are we really sorry for bothering someone for something we need? Is our goal to minimize what someone else thinks of our request?
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Summary: Financial advisors can prosper in their practice if they network with the right people or join the right groups to attract more clients, provided that they actually interact and then do the necessary follow-up work.
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Summary: It's no secret the industry's ranks have been graying. But while many recognize the need to cultivate a younger generation of advisors, there's too often a mismatch between goals and resources, according to a new study by Fidelity.
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Summary: Good communication is essential to success as a financial advisor. Talent alone won’t help if you’re unable to effectively communicate the advantages of your practice, in order to gain new clients and then retain them.
