Penny Walker’s priority is finding stocks to add to clients’ portfolios.
David Juniper had to change his style to serve vets.
Alexandra Horwood strikes gold early on.
This new column gives you an inside look at an advisor’s scheduling process, and provides tips on how to better manage your practice.
The best reason to transition is that a fee-based model further aligns an advisor’s and client’s interests. And that’s what you must explain to clients when making the switch. Here's how.
40% of advisors say they connect with clients through social media, but only 7% of clients agree, says EY.
It was 12 years ago when Steve Barban received a referral from an accountant. The prospective clients were uber-wealthy, well-known Canadian icons. They weren’t happy with their current advisor, and wanted to recoup some of the $38 million they’d lost when the tech bubble burst. And they wanted to invest exclusively in stocks.
In the last 20 years, the proportion of workers between 25 and 34 with university degrees has gone up 20 percentage points, says Statistics Canada.
One surefire way to halt a discovery conversation is to open with incorrect assumptions.
Find untapped client sources to build your book.