Shawn Sparks

Displaying 7 results
YOUR PRACTICE FINTECH APR 18, 2017
7 social media mistakes financial advisers should never make

It takes years to build a successful business and a great reputation, but one careless social media post could destroy it all.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 27, 2017
3 ways financial advisers can get ahead in 2017

If you surround yourself with people who are better than you, you'll begin to become better yourself.

YOUR PRACTICE PRACTICE MANAGEMENT JUL 05, 2016
What really happens when wealth is transferred

Advisers and clients often do a great job preparing the money for the family, but they fail to prepare the family for the money.

NEWS OPINION JUN 21, 2016
Activities every financial adviser should delegate to someone else

Don't let the 'adviser's curse' — the feeling you have to do everything yourself or want to be in control of everything all the time — hold you back.

YOUR PRACTICE PRACTICE MANAGEMENT MAY 05, 2016
What Donald Trump's presidential campaign can teach advisers about marketing

Here's what you can take from Mr. Trump that will help you establish a brand for your business and name.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 26, 2015
The hidden cost of reducing your practice's marketing budget

Crunching the numbers proves it can cost advisers to scale back their marketing efforts

NEWS RIAS JAN 26, 2015
A numbers-based approach to bringing in more client assets

Reverse-engineer your new asset goal to make it feel reachable, attainable, and achievable.