Instead of prospecting, try appealing to a targeted set of potential clients by offering meaningful educational content
Hiring young advisers and sending them out to hunt for new clients usually doesn't work well. Try hunting for new clients yourself
If you're considering selling, the first question you need to answer is whether you want to join a fully integrated firm with a bold mission or become part of a financial consolidator
Podcasts may not generate as many leads as radio shows, but they're still a valuable tool.
Weekend radio lineups have turned into rows of carnival barkers, and some shows are dispensing predatory advice
It takes efficient systems, technology and people to make this approach work
Retirees with modest savings need financial advice, too
The more you can do to engage with your staff, the more connected they'll feel
As the pandemic eliminates in-person meetings, advisory firms will need capital to shift to a fully remote experience
Our merger with private equity finances our expansion and strengthens our infrastructure, while allowing us to run the firm the way we always have
