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Summary: Your time is your most valuable asset as an advisor. Yet as a coach to advisors, I’ve observed how so many of you abuse the time you have by reinventing the wheel over and over again. Doing so only leads to eating up more of your time and effort. It also leads to one glaring realization: the need for systems and processes in everything you do.
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Summary:Advisors who want to keep practices thriving for the long term need to start making inroads with millennials, the next generation of clients, a relationship consultant emphasized while speaking at the Women Advisors Forum.
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Summary: Today's advisory landscape presents unique challenges for advisers. The numerous forces at play are mostly outside advisers' control, including fee compression, consolidation, rising operating costs and highly correlated markets.
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Summary:Throughout my career, every adviser I've worked with has had the same goal — to increase revenue while maintaining or improving their quality of life. This is a daunting task for the majority of advisers in our industry and a reality for a select few. The question is, then, “How do you join that select group, or if you are already in the select group, how do you keep driving forward?”
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Summary: Research proves that 86% of advisors do not have distinct and/or consistent marketing and client acquisition strategies. As a financial advisor, progression is key when it comes to marketing, but relying on the same tactics and strategies you've used for previous years will not give you an advantage, nor will it keep you differentiated among your competition.
