As a planner and adviser for almost three decades, I've become good at delegating. But I sure didn't begin that way.
Like many of you, I started with a desk, a phone, and a manager who gave me a lot of encouragement, but no leads or clients. I worked my tail off for a few uncertain years before I s
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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.
