0 visitor like this article | Viewed 3396 times | 0 comment
Summary: When it comes to client prospecting, entrepreneurs are emerging as among the most sought-after niches, which might have something to do with the fact most financial advisers are themselves entrepreneurs.
0 visitor like this article | Viewed 3477 times | 0 comment
Summary: Delegating is not easy, but it becomes easier once you do it a few times. Delegating is necessary if your goal is to work smarter as you grow your firm. Million-dollar producers delegate! Here’s why… and what steps you can take as you move from being a financial advisor who runs a practice to that of the CEO of your financial advisory firm.
1 visitor like this article | Viewed 3601 times | 0 comment
Summary:[Podcast] In this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor, Ed and Matt discuss, among other things:
- Ed’s background in fintech;
- His vision as eMoney’s CEO;
- The greatest challenges currently facing eMoney;
- eMoney’s launch of its enterprise division;
- Where Ed sees digital advice in 5 years; and
- His passion for National Parks.
0 visitor like this article | Viewed 3565 times | 0 comment
Summary: There are a lot of “coaches” out there; some very qualified in our industry and some…well not so much. I know this is not a crowded marketplace because there are more advisors who need help building their practices than there are coaches who can handle the business. I, on the other hand, feel there is a different area that advisors need help and very few are helping. It is how to run a successful business without killing yourself, getting a divorce, losing your soul, or being a terrible parent.
0 visitor like this article | Viewed 3317 times | 0 comment
Summary: Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients.
