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Ray Sclafani
Hurricane Harvey
Nearly a week after Hurricane Harvey slammed into the southeast Texas coast, thousands of residents remain stranded without food or water. And the dangers arising from...
What is My Future Company?
I often ask advisors I work with to describe their future company to me. With very few exceptions, the responses I get overwhelmingly revolve around incremental change....
10 Key Marketing Elements for Successful Financial Advisors
It's always a good time for financial advisory teams to fine-tune their marketing plans. It’s vital that the team remains focused on reaching defined marketing and...
Your Most Important Clients? It's Your Team.
If we only had a dollar for every time we’ve heard an advisor say “I’d really prefer not to add new team members because I just don’t like managing people.” Mind you,...
Developing an Emotionally Intelligent Team
The best in the business know that a critical part of their role is mentoring, coaching and developing their team. It's extremely important to gain the skills and...
Advisory Team Leader Non-Negotiables
You didn’t become the founder of a successful financial advisory practice without having a host of extraordinary talents – from strong rainmaking and relationship...
Good Stewardship Begins with Your Team
Whether you call it outcomes-based financial planning, goals-based wealth management, or some other moniker, there’s no getting around the fact that it’s an essential...
Imagination: A Critical Tool for Business Growth
In general, entrepreneurs are successful because they can see a future that nobody else sees, and imagine things that others simply can’t bring themselves to envision....
Capabilities Decks: A Financial Advisor Marketing Necessity
Understandably, very few advisors are natural marketing or branding experts. After all, there are only so many hours in the day, with client and operational demands...
How Successful Wealth Transfers are Built
It’s a statistic you’ve all heard repeatedly and one that understandably sends a shudder through most firms: 90-95% of inheritors fire their parents’ advisor once the...
Advisor Growth Strategies Pt. 2: The Hunt for New Relationships
In my last blog, we explored strategies that can help drive a greater share of wallet from your existing clients. Now, we will take a look outside at some potential...
Veterans Day: 21 Patriotic Quotes Honoring Our Heroes
Veterans Day is an incredibly important day for our nation. It is designated as a day to honor all who have served in the military and to celebrate the sacrifices of our...
Advisor Growth Strategies: Part One
Ask any advisor about their strategy for growth and nine times out of ten their response will focus on the acquisition of new clients either through loyal client...
Is Your Next-Gen Talent Here to Stay?
With nearly half of the advisor population (43% according to Cerulli) over the age of 55, it raises two critical questions. Who’s going to take care of all your clients...