Financial advisors are reaching a pivotal moment that will shape their future. An increasingly competitive landscape, fee compression, the commoditization of advice, and increasing client expectations make client satisfaction,...
Would you like to have $50,000,000 in assets under management? How about a $100,000,000? How about $500,000,000? It's simple. It's not easy, but it is simple. Go get an...
For young financial advisors, nothing is more challenging than overcoming the age bias that older clients have against them. I hear it often from advisors who come through our...
“I feel my team and I have reached a stage of stagnation. How can we build on what we have and continue to grow the business?” That sentiment is becoming...
If you’ve been in this business for any length of time—one day to ten years or more—you know one thing to be an absolute certainty, that prospecting is your...
We’ve reached the fourth and final issue in our series on Critical Issues Facing Financial Advisors Right Now—Staying Top-of-Mind with Your Clients. Of the four critical issues presented, developing...
In the third of our series of Critical Issues Facing Financial Advisors Right Now, we turn to the challenge facing advisors in adopting the technologies that will drive business...
Despite the pervasive and crippling ‘bad news sells’ syndrome, people the world over do pause to give thanks for all that is good. Canadians celebrate Thanksgiving in October....
In our second in a series of Critical Issues Facing Financial Advisors Right Now, we focus on perhaps the most significant threat to advisor success, much less survival—the commoditization...
In our last post, we highlighted four critical issues financial advisors face in the aftermath of the COVID pandemic, impacting the way they approach their businesses and the way...