Category

Wealth Management
Why the best advisors are relentless prospectors, obsessed with their business, and have conviction in their approach to clients and the market.
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Penny Phillips, co-founder and president of Journey Strategic Wealth, recommends advisors take a more strategic, intentional approach to leveraging clients for new business.
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Easy-to-implement ideas to drive daily productivity, including managing email inboxes efficiently and cueing your brain to focus on the ‘right’ activities.
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Selling even a portion of an advisory business is a major decision and life event. It’s not one that should be rushed or taken lightly.
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While it’s important to track quantitative goals if you’re building a business, it’s equally as important to track qualitative goals that advisors can use to assess whether their practice is growing in alignment with their strengths, aspirations and values.
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Advisors put a lot of pressure on themselves to have everything right on the first day of a new year; business plan complete, goals set, new website up and running, etc.
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Segmenting your clients is an absolute necessity if you want to grow, but doing so without a plan for scale will stagnate your business quickly.
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Let’s be honest: most advisors jump right back on their proverbial hamster wheel when they get back to their offices post-conference. Most never look at their pages of notes again after getting off the plane! I’m here to tell you: That’s OK.
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The reality is that you can do everything ‘right,’ as a leader, and still there will be employees who will leave to pursue other opportunities. Here are five tips to move on after that happens.
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We spend an inordinate amount of time in this industry training advisors how to craft statements: elevator pitches, unique value proposition (UVP) statements, mission statements, vision statements, etc. But we spend virtually no time teaching advisors how to use those statements to help shape and lead their practices.
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