June 9, 2021
5 Books on Running a Successful Advisory Firm that Every Financial Advisor Should Read
Whether you’re trying to grow a new practice or just maintain the competitive edge of an established one, you can always benefit from adding new insights and knowledge to your toolbox. One of the key methods for doing that is reading the latest research and business advice to stay up to date on new techniques, […]
June 8, 2021
Tuesday Comic - Ice Cream
Making your day brighter through comics.
June 2, 2021
Best Practice - Track Critical Investment Policy information
Financial Advisors, when it comes to investment policy statements or even just other critical investment information, having an organized system will help you and your practice. For example, if a client has a favorite stock, or has an external account, how are you tracking this today and importantly, how do you pull this up in […]
June 2, 2021
Explain Client Services on Handling a Mistake
As financial advisors, one of the greatest fears we have is losing a client. When a mistake happens, that fear suddenly feels all too real. It’s natural to dread that phone call or meeting where you have to explain what went wrong and confront an unhappy client. While it might not seem like it, mistakes […]
June 1, 2021
Tuesday Comic - Hands up
Making your day brighter through comics.
May 19, 2021
Best Practice - Track Your Opportunities
Financial Advisors, are you still using Excel to track your opportunities? In this week's best practice video, let us show you how you can better track this and never lose sleep again whether you are missing out on an opportunity. And if you are using a Redtail CRM or Wealthbox CRM to track this - […]
May 19, 2021
The Forgetting Curve and the Vanishing Value of Financial Advice
Forgetting information we learned is a natural part of life. However, as financial advisors, this process can make it difficult for clients to keep track of the topics discussed and the recommendations we provided. Without that memory of our financial advice, clients will struggle to realize just how much value we’ve created for them. In […]
May 18, 2021
Tuesday Comic - Cats
Making your day brighter through comics.
May 13, 2021
Best Practice - Increase Referrals from CPAs
As a follow-up to the previous Best Practice Video - Capture Tax Impact, here is another way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial advisor, you share clients with CPAs or Tax Advisors. Trying to establish a connection with those professionals is challenging. Other […]
