Advisors face more competition than ever and need to distinguish themselves from the competition by creating personal connections that eventually convert into revenue-generating relationships. The current competitive and[...]

How does an advisor retire and make sure their clients are still being taken care of? The idea of handing clients over to someone new is a very difficult task for most financial advisors. Typically, an advisor will work [...]

You probably won’t be surprised to learn that research has shown that over 85% of executives attribute their success to their business relationships. And even though this study wasn’t strictly focused on the wealth m[...]

Whether you are a newly transitioned advisor or a veteran independent, here is a tool offered by the Money Management Institute, America’s Finance IQ Test, that will give you a unique way to dialogue with clients and p[...]

Over the course of a year, not a day passes by without an advisor leaving one broker-dealer for another. Oftentimes, he or she will make this move without understanding what to look for, how to find it and why it matters[...]

Transitioning your business is an exciting time and signals a fresh start. There are many key steps involved in successfully moving your business and one of the most critical is your ability to effectively communicate yo[...]

What does this have to with a broker considering a transition to a new firm? Everything, because in order to be successful in business — as in racing — preparation and planning is essential for success. We believe it[...]

When going independent, a broker or an advisor has numerous business challenges to consider. Many that might seem insurmountable at first, but not impossible to overcome. Some of these challenges may be holding back prof[...]

Coach Joe has spent more than 18,000 hours personally coaching more than 500 financial advisors. In writing Practice Power, Coach Joe provides his time-proven coaching techniques to anyone who reads it, and is willing to[...]

Savvy advisors now know that client surveys accomplish at least two important tasks. First, they tell the client you care enough about the quality and value of services you offer to want his or her feedback so you can be[...]