Creating Value Through an Employee Performance Management Program

Posted by Angela Sarver

July 1, 2015 at 1:30 PM

As a financial advisor and business owner, most likely you've periodically reviewed your business planning process. This process presents an opportunity for you to share your firm's strategy, policies, and practices with employees. But it's also the chance to set the expectation that performance evaluations will be based on contributions to the firm's goals.

Read More

Topics: Practice Management

Help Wanted: How Do You Hire the Right Candidate for Your Wealth Management Practice?

Posted by Angela Sarver

June 30, 2015 at 10:00 AM

Maybe your star performer is moving away. Or maybe you realized on the morning drive to your one-person wealth management practice that you could generate more business if you didn't have to spend so much time on paperwork. Whatever your circumstances, hiring a new staff person can be challenging.

Read More

Topics: Practice Management

Take a Walk in Their Shoes: Refining Your Clients' Experience

Posted by Maria Considine King

June 24, 2015 at 1:30 PM

Recently, a friend of mine decided to sit down and talk with his son about the dangers of smoking. He detailed the health risks and the social stigmas. He told his son that he didn't want him to ever start smoking. Feeling satisfied with himself, he asked his son if he had any thoughts. The teen just shook his head and said, "Dad, don't worry. I quit smoking ages ago."

Read More

Topics: Marketing, Practice Management

Windup and Pitch: Can Financial Advisors Use PR to Boost Credibility?

Posted by Jacquelyn Marchand

June 23, 2015 at 10:00 AM

I occasionally receive calls from advisors who are curious about getting exposure in newspapers, magazines, television, and other media. Many want to know, "Can financial advisors use PR to boost credibility?" The answer is yes, for some—but embarking on a PR campaign certainly isn't right for everyone.

Read More

Topics: Marketing

Telling Your Story: How to Write a Professional Biography

Posted by Annmarie Aylward

June 17, 2015 at 1:30 PM

My role requires me to be on the phone with advisors and their staff every day. Something many advisors want to know is how to write a professional biography. I'll be the first to tell you that this can be more challenging than you may expect. Oh sure, it's easy to mention titles, educational history, and past jobs. But you also need to present this information in a compelling way that will make prospects want to work with your firm. So, where do you start? Here, I'll give you some tips on creating a professional biography that tells your story.

Read More

Topics: Marketing

Commonwealth Business Review
5 Ways to Affiliate
The Independent Market Observer

Follow Us