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.
JIFFY.AI’s Panel Discussion: “Automation in Financial Services”
Asset-Map’s AdviceTech.LIVE: “What’s Next in Advice Tech”
When to Use Network Drives vs. the Cloud
In this video, Chief of Staff Erin discusses how to streamline your document management process.
How to Be Productive During an “Off Week”
In this video, Penny discusses ways to stay productive and efficient when you have a light calendar.