For 25 years, my business partner and I have hosted a financial topic radio program that, for the last five years, has also been available via podcast. For many years, our radio show was our No. 1 source of new leads for the firm. But that’s all changed.
Last month, I wrote that our radio progr
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If you believe recruiting other top business development people is the answer, you should think again.
'What surprises me is not what is negotiated for larger clients, but how little some advisors charge for smaller clients.'
A thriving organization, whether it’s a three-person team or large firm, is one made up with people who have complementary strengths and abilities.
Events are a great way to strengthen your bond with clients, and registrations and attendance have come roaring back.
Taking the time to manage expectations and educate the client from day one will pave the way for better outcomes.
