Subscribe to our newsletter
Stay in the loop with everything you need to know.
How to Implement Best Practices After a Conference
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.
Women Adviser Summit 2021
Secrets to Working with Affluent Couples Webinar
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.