Oct 1, 2022
So much of our efforts as financial advisors are focused around getting new clients. From marketing to selling, you have to be able to attract clients to have a business so it is an integral part of what we do.
Sometimes, though, we make it so important that we’re willing to put up with a difficult relationship just...
Sep 1, 2022
We were talking with an advisor who's in our program recently and the topic of assets under management came up because he felt stuck on a rather modest number.
So it got us thinking about this issue and what keeps an advisor from the growth that they want to see. It's not your marketing that's driving whether you have a...
Aug 1, 2022
Wanted to do everything he could on his bucket list during his 60s because he didn't think he'd have the energy and ability to do as much in his 70s based on what he had seen from family and friends.
This is why we like to push advisors to build their business in an entrepreneurial way so that the day-to-day still...
Jul 1, 2022
Have you ever had someone show up at your office to get your advice? They might even be willing to pay for advice. But that same person isn't willing to let you manage their money because they feel like it's something they can tackle on their own.
If you haven't experienced this yet, you likely will soon because it's...
Jun 1, 2022
Nearly every investor has some amount of exsposure to the stock market, and that likely means clients have questions when things start to drag. That's to be expected in this current investing environment so what should you be telling people that want to know how to react?
On this episode of the Profitable Advisor, Dan...