Topics: Client Acquisition Client Engagement
With the short month, bad weather, and general busy-ness of February...you may have missed some of our more popular blog posts.
New Client Onboarding attracted a lot of attention. The Top 2 posts focused on how financial advsiors can build their own distinctive and distinguishing onboarding process and checklists:
Rounding out the list was our post on maintaining a minimum account size, and our research that indicated that advisors who adhere to a minimum account size have, on average, 122% more assets under management than those who do not.
Topics: Client Acquisition Client Engagement
Succession planning is the buzzword of the year. People are discussing it in every office and reading about it in every publication, but so few of us are actually doing...
Attention: All financial advisors. We are fast approaching your most important 12 weeks of the year from a business and marketing perspective.