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Summary: Finding the right niche market — comprised of potential clients who share certain distinct characteristics — usually requires thorough analysis and detailed customer profiling. You want to determine where to look to uncover a rich cluster of prospects that you’re ideally suited to serve
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Summary:Don't be a dinosaur like the accounting firm that refused to work with QuickBooks....they’re extinct now. Instead, embrace and leverage the positive aspects of powerful new technologies like social media and thrive!
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Summary: Your existing clients can be helped to refer more by reminding them you are looking for referrals, helping them understand the problems you can solve for their friends and making it easy for them to connect you with their referrals.
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Summary: The high-net-worth market has grown significantly over the past six years, with nearly one million new high-net-worth individuals (HNWIs) added globally in 2014, according to the 2015 World Wealth Report.
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Summary: Advisory firms spend more money on compensation than on any other expense, so getting it right just makes good business sense. Your compensation plan should define the behaviors you value the most and reflect what you are willing to pay to attract and retain key talent. I have found some consistent compensation misconceptions across advisory firms.
