Over the past several months, I’ve had the pleasure of hanging with some of the coolest people in the independent wealth management space. From Pershing INSITE to Joel Bruckenstein’s T3 Advisor to client launches that created great news buzz, I was honored to be among some of the best and brightest – from advisors to…

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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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Remember The Sixth Sense, where (spoiler alert) Bruce Willis goes through the whole movie not realizing he’s dead? Did you ever see The Others, that Nicole Kidman movie where she thinks her house is haunted, (more spoilers) only to find out that she’s actually the ghost? This trope gets used a lot, from Beetlejuice to…

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Like most people with a social media account, my feed is oversaturated with random acts of content – written pieces without any strategy or value – and so I’ve become very selective about what I allow onto my reading list. There was one headline, however, that I think is worth discussing: Is Indianapolis Cool Enough…

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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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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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The year is almost over. That means it’s time to write your annual marketing plan. (You do have a plan, right? I hope you aren’t spending money without one!) The next few posts are going to show you how to create a plan that gets results—and have fun doing it. Let’s face it. Most of…

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I’ve been writing about Penton’s WealthManagement.com for a few weeks. There’s one final data point you might find interesting.Sixty percent of service providers don’t personalize their marketing to advisors. To refresh your memory, half of these companies employ full-time staff dedicated to delivering marketing support to advisors. Over 70% say that value-added services are “core”…

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