Your friends know where you work and what you do. Some have never said: “Will you help me with my money?” The stock market was a...
During your career, you will meet with prospects who are ready with a reason not to invest. It’s up to you to recognize what camp they...
Given some of the trends beginning to take shape in financial services there must be serious questions about how to accurately value an advisory firm. The...
Now, I’m not a professional poker player, but, one of my favorite things to do on a Friday night is to get together with some friends...
Well, you’re not mistaken. The fact is who you are and how you interact with your staff impacts not only how they feel about the company, but the length of...
With Michael Henley of Brandywine Oak Private Wealth and Louis Diamond of Diamond Consultants Like many other advisors who chose to go independent, Michael Henley found himself at...
What is the best way for you to get a new client as a financial advisor? If you’re thinking of cold calling and seminars you’re missing what I’m...
Remember the first week or two of January when your boundless optimism about the brand new year had you waltzing into the workplace with a new...
Unclear expectations for team communication kill productivity. When we work with leaders to help them build more effective organizations, we do a quick assessment of their team...
You need to know how you’re going to ask for the business before that prospect meeting even starts. I was talking with an advisor this week...
