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Our Blog2021-05-11T17:14:34+00:00

Knowledge is power, and it’s time you empowered yourself with the knowledge to help grow your firm.

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3004, 2021

Why You Should Educate Clients on In-Service Withdrawals

April 30th, 2021|

Is it possible that some of your clients still keep in touch with their former colleagues? Are there companies in your area that have or are conducting layoffs? What about making changes to their employees’ contribution plans? These are all reasons to consider an in-service withdrawal marketing campaign. Educating clients and consumers about this provision [...]

2404, 2021

What Do Clients Really Want from a Financial Advisor

April 24th, 2021|

We know that being a financial advisor has its challenges, and the demand and expectations from clients are high. Scalable solutions are necessary so you can focus on the clients while Alphastar handles the rest. Let’s face it; dealing with people’s hard-earned money involves a lot of work and responsibility. As a financial advisor, you [...]

2004, 2021

4 Ways To Generate More Referrals

April 20th, 2021|

Where do you start when you want to generate more referrals for your financial planning firm? Look to your current clients. Client retention is one of the most important parts of your practice, but possibly the most overlooked. We recognized this and decided to do something about it.  So we tapped into our community of [...]

704, 2021

6 Questions That Can Help You Maximize Profitability

April 7th, 2021|

Operating an independent advisory practice requires expertise in a multitude of various fields. Many advisors will typically focus on client relationship management and financial planning as their primary disciplines (and rightfully so), as these are the core functions of the profession. However, it’s also important to remember that your advisory practice is a business and [...]

504, 2021

What Are the 3 Things You Need to Grow Your Advisory Business?

April 5th, 2021|

Alphastar is designed around a simple idea: you handle the relationships, and we will handle the rest. With this thought at the core of what we do, we have redefined the RIA model using the 3 key values of Efficiency, Scalability, and Community. Efficiency, so we can help you work smarter, not harder. Whether it’s our [...]

2602, 2020

5 Things You Should Do Before Retiring or Selling Your Business

February 26th, 2020|

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 [...]

2602, 2020

Segmenting Your Book of Business Effectively

February 26th, 2020|

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 [...]

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