We’ve all heard the age-old adage, “Time flies.” It’s a common phrase in the human vocabulary, and it’s especially prevalent with financial services professionals. Whether you’re a sole practitioner or lead a team of multiple planners, time spent on the business often escapes even the finest time managers. From reviewing markets and product options to daily client [...]
Setting expectations with your clients can pay huge dividends, both now and in the future. But, sometimes, it can be challenging to know where you should start. […]
A little organization can go a long way in segmenting your book of business. And it could also help you build stronger relationships—ultimately growing your book of business. An effective business partner should help identify new opportunities within your existing book of business. But to get started, consider doing this exercise to help you find [...]
To maximize business growth within your RIA, well, it doesn’t happen out of luck or goodwill. Being frank, you must be proactive to achieve business growth. You also need to be candid about where your business was, where it’s at now, and where you want it to be. Tangible, well-defined plans that aim to achieve [...]
Chances are, your clients’ ultimate goal is to retire with financial independence. They dream of enjoying a happy and stress-free life stage. As a financial professional, you obviously play a huge role in helping your clients retire. […]
After nearly 20 years in recruiting—with half being in a business management function—I’ve learned a lot about what drives a successful business. As always, there’s been a lot of learning, but all that has led me to believe this: to be successful, it’s certain we all need effective programs for recruiting, recognition, retention, and referrals. [...]
