Monthly Archives: February 2020

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5 Things You Should Do Before Retiring or Selling Your Business

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 [...]

2020-02-26T20:05:34+00:00February 26th, 2020|Business Development|

Segmenting Your Book of Business Effectively

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 [...]

2020-02-26T20:04:16+00:00February 26th, 2020|Business Development|

5 Ways to Maximize Your Business Growth [Infographic]

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 [...]

2021-05-11T18:46:46+00:00February 25th, 2020|Business Development|

4 Rs of Managing a Successful Business

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. [...]

2020-02-24T17:40:07+00:00February 24th, 2020|Business Development|
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