This is my last reminder to sign up for INVINCIBLE: The Most Direct Path to $1 Billion on May 9 in San Francisco and May 10 in Portland, OR. Yes, it’s a full-day commitment, but it’s designed to make a permanent change to your firm’s growth trajectory. Meanwhile, here’s one more quick sneak preview of…

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I really hope you’ll sign up for INVINCIBLE: The Most Direct Path to $1 Billion, the all-day advisor growth workshop we’re hosting with FourPointe Consulting and LiveOak Bank on May 9 in San Francisco and May 10 in Portland, OR. If you’d like a sneak preview of some of the themes I’ll be talking about,…

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Mark Your Calendar for May 9-10 INVINCIBLE: The Most Direct Path to $1 BillionMay 9, San Francisco, CA, The Bridges Golf ClubMay 10, Portland, OR, Hyatt House There’s a war coming. It’s a battle between firms that cross the $1 billion AUM threshold—with all the resources, efficiencies and presence that size can bring—and the firms…

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The best-performing blogs of the year We are solidly into 2018, and with any luck, you’re a little wiser than you were in 2017. Or at least, by now you should have analyzed what went well for your business and what didn’t. As marketers, we’re always in Analysis and Optimization Mode, but the end of…

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For a job that inherently deals with constant change, from fluctuating markets to the unpredictable life events, the role of a financial advisor is one that is often steeped in tradition. Tradition is outdated. As in nearly all other aspects of life, technology has changed the way that clients and potential leads interact with businesses….

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As I mentioned last time, most advisors start their annual marketing planning meeting by reviewing their progress against the firm’s business plan. I can’t think of a worse place to start. Never Mix Business (Plans) With Pleasure Obviously, you need to benchmark yourself. Figure out if you’re hitting your targets. Understand whether you’re spending your…

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Last time, I told you about the crazy way we run annual planning meetings at FiComm. Now I want you to understand the method behind our madness. I’ve broken down some of the basic principles behind our planning approach into a few simple, easy-to-follow ideas. Try implementing some of these practical tips, and see if…

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Inbound Marketing and Why Advisors Must Pay Attention Last week, the FiComm marketing team traveled to Boston to attend Inbound 2017. This remarkable event brings over 20,000 marketers together from around the globe to inform, inspire, and lead marketing transformation across geographies and sectors. What is most intriguing about Inbound is that for an event…

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