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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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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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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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 Tradition is outdated.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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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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Last time, I may have given a few people a heart attack. As I mentioned, according to The Penton’s WealthManagement.com surveys, companies that provide value-added marketing support to advisors are wasting millions of dollars. Because they’re providing elaborate educational platforms and practice management programs that 75% of advisors don’t even use. This week, I want…

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