Use these five strategies to help clients get comfortable with calculated risks.
Writing a book can be a powerful marketing tool. Michael Watkins, a financial advisor with Edward Jones in Duncan, B.C., occasionally gives out copies of his 150-page It’s Only Money guide to clients as well as lawyers and accountants.
The Web is now such a vital part of business development that it’s hard to imagine the first Web site was put up only 20 years ago. Still, many businesses haven’t taken the steps to establish and grow an online presence. So, where do you start? And how much will it cost?
Investors can be their own worst enemies. The danger comes from making investment decisions based on emotion, not logic.
You may be offering financial products or advisory services, but you’re ultimately selling yourself. What image are you projecting?
Any business is built on relationships, so how do you stay on top of yours? By picking the right CRM (client relationship management) system.
Clients always seek sound returns and sage advice, but what also draws them to any financial advisor is personality—including the personality of the office. If you’re considering repositioning your firm to appeal to high-net-worth clients, how should you renovate your space to send the right message? And what will it cost? WHY YOU NEED IT […]