The more fee-based business you do, the more imperative it is to focus on current clients and your ability to hold onto them.
As an industry, we’ve probably made business planning more complex than it needs to be. Keep it simple; it’s better to write something down than nothing, and there’s no need to put everything down.
Given all that happened last year, many advisers are coming up with different metrics for success in 2021
It's been a tough year, but here are some things we can all be grateful for
Absent face-to-face meetings, how can advisers reach new prospects?
In a virtual world, advisers are planning unique events that are deepening relationships in surprising ways
As fall begins, take time to revisit your business plan for the year and figure out what needs to get done and who can do it
Higher education is a source of worry for many parents, and one where advisers can provide assistance
If prospects don’t meet you in person, the impression they gain from your website might make all the difference
Your focus, messaging and positioning all need to be on the problems you can solve and the people you help
