Factors driving the expansion in fee-only advisers include clients' and prospects' interest in having an adviser who's a fiduciary and advisers' interest in having a simpler story to tell clients.
Advisers' biographies tend to be generic, filled with jargon and acronyms. Write a bio that gives prospects the information they need to decide whether they want to talk with you.
Rather than focusing on servicing clients, think instead of creating a great client experience — something that's very different.
While there's some good news about women attaining corporate board seats, progress is still slow. Here are some suggestions on how women advisers can attain leadership roles.
As the pandemic subsides and people look forward to catching up with their friends, there's a great opportunity to plan exciting events that bring big results.
A lot has changed over the past 12 months, and it's likely that what your clients want or prefer may have changed as well.
The more fee-based business you do, the more imperative it is to focus on current clients and your ability to hold onto them.
As an industry, we’ve probably made business planning more complex than it needs to be. Keep it simple; it’s better to write something down than nothing, and there’s no need to put everything down.
Given all that happened last year, many advisers are coming up with different metrics for success in 2021
It's been a tough year, but here are some things we can all be grateful for
