The good news is that you’re acquiring a book of business. The more difficult part is finding ways to ensure that the right resources go to the right clients, and that clients feel their neeeds are continuing to be well served
Industry icons Bill Bachrach and Norman Levine give guidance for recruiting and training top advisors
A financial advisor who struggled in delivering a presentation to attendees asks what went wrong. He finds out about some of the common problems advisors make when using PowerPoint to deliver their messages
Frank Maselli demonstrates that organizing a successful event means connecting emotionally with your audience
An advisor who would like to combine his resources with several other advisors at the same firm asks “Coach’s Forum” if forming the partnership, which will also allow advisors to reduce their individual expenses, is a worthy endeavour
Changing dealers can be disruptive to your clients and your business; if you must make the move, investigate thoroughly