If advisers spend less and less time on their practice, how competent will they remain as a financial adviser?
Focusing on doing the things you enjoy and delegating the rest will boost growth and serve you better down the road.
Scott Hanson started a firm in 1993. Here's how he'd build one in 2019.
Scott Hanson started a firm in 1993. Here's how he'd build one in 2019.
Part one: Adviser marketing from scratch, and finding a target company
When it comes to building your advisory practice, Scott Hanson says that you'll greatly accelerate your growth by partnering with highly trained customer service representatives.
The most important stake that you'll drive into the ground in support of your company's foundation should be comprised of your core values. But what exactly are these core values, and when it comes to developing them, who precisely should they be created for?
For a niche market, you're searching for something more than merely any individual with X number of assets. You're looking for a segment that is receptive to a tailored marketing and advising approach that both educates and meets the needs of the individuals.
