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What Happens When You Resign from a Non-Protocol Firm?
There are A LOT of things to know before you transition out of a firm that does not participate in broker protocol.
How To Ensure Your UVP, Mission & Vision Statements Are Effective
Today's most successful practices have unique value propositions (UVPs) that strike emotional chords, mission statements that are simple and clear, and vision statements that align to a greater purpose. When was the last time you and your team audited these statements?
How to consistently ‘surprise & delight’ clients
In this video, Penny discusses how to simplify your monthly marketing plan and focus on building deeper relationships with client. She provides examples of how to recognize special events and commit to "random acts of kindness" month after month.
What is the most critical component of a healthy P&L?
In this video co-founder of Journey Strategic Wealth, Damian Lo Basso discusses what the most critical component of a healthy p & l is. For more insights from practice management experts, visit us at journeyswadvisor.com.
What has been your best client acquisition strategy?
In this video co-founder of Journey Strategic Wealth, Mike Brown discusses the importance of building deep relationships with both clients and COIs, and emphasizes the importance of specializing in a niche.
What to Do When a Key Team Member Resigns
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.
Riskalyze’s Fearless Investing Summit in Palm Springs, CA
A New Kind of Independence for Advisors
Watch a replay of our webinar from Septemebr 16, 2021 where we discuss the road to independence and Journey's unique model for independent advisors.
How to Ensure Your UVP, Mission and Vision Statements Are Effective
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.