Practice Management.
Practice Management Basics
[iframe style=”border:none” src=”//html5-player.libsyn.com/embed/episode/id/25856940/height/100/width//thumbnail/no/playlist-height/200/theme/custom/tdest_id/3470330/custom-color/87A93A” height=”100″ width=”100%” scrolling=”no” allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen] Financial Advisor Marketing Podcast with hosts Stephen Oliver and Jeff Smith…
Events: Online Registration, Offline Registration, and Follow-Up
Registration Options When it comes to event registration, most people default to online registration. Let’s say you have a registration page (landing…
Set the Appointment
The Goal is to Set the Appointment It’s always a mistake to wait to set the appointment, or to only set appointments…
Fallacies of Owning Your Own Practice
Becoming self-employed is the dream of a lot of people and a fantasy to even more. Dozens of these dreamers go ahead…
Is Your Biggest Challenge Your Attitude and Energy?
Is Your Biggest Challenge Your Attitude and Energy? As I’ve reiterated before in my book “Mile High Maverick” (you can get it…
Bad Ideas
I’ve discussed the WSJ article about Merrill’s new training program and their move away from “cold calling.” It’s interesting. And it’s…
People over Technology in Practice Management
With all the technology options, will my practice still need staff? How do we balance people and technology? I just spent…
Aggressive Implementation for Awesome Results
We just returned from an academy event in beautiful San Antonio, Texas. Currently I’m prepping for a long weekend of staff and…
Get Off Your Ass!
Get Off Your Ass! In a special report, I outlined the 10 Things You Must Do To Thrive this year. (you…
Three Deadly Mistakes Financial Advisors Make
Another big problem I’ve seen financial advisors make relates to employing staff members. I’ve been banging this drum for as long as…
Certifications and Licenses Aren’t Enough
If your business growth has plateaued, you may be wondering what you’re doing wrong. You may think that it’s because you’re missing…
Choosing a Wealth Manager Coach
Money makes the world go-’round, but it also causes big problems. To be more clear, money itself doesn’t cause problems. Problems are…
Keys to Client Retention
Are you worried about client retention? If so, I’ll give you an easy and short answer. Do you want to like what…
How Financial Advisors Onboard Clients
Over 90% of clients think that companies could “do better” when it comes to the onboarding process. This stat from Hubspot refers…
Psychology for Financial Advisors
Understanding human thought and behavior is a major part of being a successful financial advisor. Psychology is part of every aspect of…