An Overview of Succession Planning

With the growing number of financial advisors moving closer to retirement age, succession planning has been a hot topic of discussion for the last couple of years. To ensure a smooth transition of the practice from the retiring financial advisor

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Setting Goals for Your Financial Practice

Having a strategy or game plan for growth is important for financial advisors to thrive in the current market. Clear definition of business goals is the first step in developing this growth strategy for the practice. But the Study on

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Summer Reading Suggestions For FAs

For many, the slower pace and extra hours of sunlight make summer the perfect time to dive into a book. Here are a few recommended reads to enhance your skills and help you grow your business. Do you know your

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How To Deliver Bad News

“Your portfolio is in the toilet! I’ve lost you a lot of money! …but, we’ve done a little better than the S&P, so it could be much more bleak.” At some point in your career, you will need to deliver

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What is Your Hook Question?

We talked before about your elevator pitch: that 30-second speech you keep in your back pocket that answers the question, “What do you do?” But, what do you do after you’ve delivered your pitch? You’ve left your prospect wondering about

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What Is Your Vision?

Do you have a vision for your practice? For your personal life? Because, in our opinion, you are working foolishly if you don’t. What great leader or business owner never had a vision? Even if the business did not ultimately

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