It’s important to keep being inquisitive with your clients, even longtime ones. If you’re constantly learning about your clients, you may find new opportunities for business.
Advocis has launched a Find an Advisor website to help consumers find an advisor who meets their needs.
Cole Kachur has pierced a client base of successful, wealthy people. Who? Dentists. How? By offering CE-accredited professional development sessions on tax issues, insurance strategies and succession planning that are priorities for this client base.
Have you ever taken on the wrong client?
Let’s be honest. It’s more lucrative to chase wealthy prospects, but they aren’t the average advisor’s bread and butter. There are only so many affluent folks to go around, so you won’t grow your book if you keep waiting for millionaires.
Referrals are a good way to grow your practice, but you’ll need other methods if you want to take your business to the next level. Here are five strategies established advisors use to beef up their books.
They figured an acquisition was coming, but thought their firm would be the buyer.
When leaving your current firm, breaking the news can be tricky.
A move could mean greater independence, a signing bonus and improved compensation. But clients won’t always come along.
Febelfin, the Belgian Financial Sector Federation, is warning clients to vigilantly guard personal banking information -- in a terrifying way.