Does your sales process keep you up at night? Many independent advisories don't have organized sales strategies or an infrastructure to properly sustain and grow their business. The reality is that everyone in your organization has to embrace the sales culture. We find that many advisors will stop aggressively pursuing [...]
Having a plan for, and capturing, a larger share of wallet is a great way to grow your business. After the initial close, it becomes much more difficult to recapture the client's missed assets. One of the biggest reasons advisors fail to gain more share of wallet is because they [...]
Are you prepared to compete for today’s prospects? Retirees look a lot different today than they did even just 30 years ago. People retiring back then had pensions, didn't rely on 401(k)s, thought faxes were high-tech, didn't use cell phones, and the Internet wasn't even a thing yet. The lifestyles [...]
By John Capuano, Co-Founder, Simplicity Lone Beacon Media Investors choose their financial advisors based on emotional triggers over logic every time. How are you connecting with your clients? Today’s 50-plus consumer profile looks vastly different then it did 30 years ago. Fax machines were seen as high-tech, nobody used cell [...]
