Key Takeaways: Comprehensive Financial Advisor Training for Growth: The Elite Advisor program offers a comprehensive training system designed specifically for financial advisors looking to enhance their skills and grow their business. It...
read moreAuthor: Nigel Higgins
Why You Need to Be a Financial Director; Not Just an Advisor
As the investment landscape continues to change, it’s never been more important to differentiate yourself and your services from your competitors and DIY-brokerage accounts. It’s never been easier for your clients to...
read moreHow to Secretly Retire
If you were unable to service your clients for whatever reason, or if you needed to step away for an extended period of time, is your business positioned to continue to function and grow without you? If you build a company that's setup to survive and thrive without your day-to-day involvement, you can 'retire' under the radar. Here's how I did it, and you can too.
read moreUsing Systems & Processes to Create Raving Fans [Part 3]
When your systems and processes are running successfully and your team operates as a unified force for growth, you can scale your business to unbelievable levels. You can accomplish in one year what a solo advisor might be able to do in 10, but even good systems need an update from time to time.
read moreUsing Systems & Processes to Create Raving Fans [Part 2]
If you want a wildly successful business, you need consistent, predictable processes in every action you and your team take. Take a look at some of the systems the team uses to make sure client experience and business management are predictable, profitable, and can be scaled to fit any size firm.
read moreUsing Systems & Processes to Create Raving Fans [Part 1]
If you want a wildly successful business, you need consistent, predictable processes in every action you and your team take. You want systems that allow you to control the client experience, communication standards, and team tasks. In this three-part series, I'll cover three big topics that go along with bringing systems and processes into your business.
read more3 Major Lessons I Learned During My First Few Years
In my first few years in the business, I learned more than I ever thought possible. More importantly, I was able to take the tough lessons and turn them into fuel that helped propel me to some pretty incredible levels of success. No matter where you are in your business journey, these 3 major lessons I learned as a financial advisor are easy to apply and use right now.
read moreThree Essential Pieces of Advice from a Barron’s Top 100 Advisor
As someone that's built her business from the ground up, achieved the Barron's Top 100 designation in all categories, and sold the business for a healthy multiple, I can tell you with all sincerity there are some simple truths you need to follow if you want to be successful. Here are three essential pieces of advice form a Barron's Top 100 Advisor:
read moreWhy Advisors Need to Go Beyond Investment Advice
I recently wrote a few articles about what your clients are most drawn to, and how risk management makes you a better advisor. This recent article from FA Magazine echoes my earlier messages, and goes on to explain a little more about what your clients are looking for in you (their advisor) during these turbulent times in the global market.
read moreHow to Take Time Off and Still Grow Your Business
When there’s uncertainty in the world and in the markets, the stress of being a financial advisor can feel overwhelming. Not only are you trying to care for your clients and your...
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