Key Takeaways: Understanding client emotions is essential: Financial advising is shifting from a transactional focus to understanding the emotional and psychological factors that drive clients’ decisions, enabling better guidance. Behavioral finance builds...
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After working with many advisors at varying levels of growth, I’ve found that there tends to be a growth plateau right around the $800,000 mark. Most advisors are excited to leap into...
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Key Takeaways: Leverage a Dream Team: Building and implementing a highly effective team allows you to offload time-consuming, low-value tasks, enabling you to focus on high-impact activities. Empower Your Team: Thoroughly train...
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Key takeaways: Moving upmarket for financial advisors can increase revenue per client, allowing for a more personalized experience and strategic scaling without significantly increasing operational costs. Connecting with a new, higher net-worth...
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As an enterprise, you likely encounter numerous training opportunities promising to help your advisors grow their businesses—ultimately leading to greater growth across the company. Finding the right training program for your advisors...
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Key Takeaways: Work smarter, not harder: The Elite Advisor Program teaches advisors nine effective methods for attracting clients, shortening the prospecting process, and transforming their advisory business. By understanding their target market’s...
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Key Takeaways: Establish a capable and independent team to ensure the firm can function smoothly without your direct involvement. Implement replicable and independent systems to maintain a high level of client service...
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