The Biggest Trap Advisors Face When Marketing Themselves
When you cast your prospect net wider hoping to attracting more clients, your prospect list may grow, but your close rate will suffer.
Fixing the CFP Board’s ‘Three Buckets’ Rule
Wouldn't it be a clearer and stronger consumer protection to require advisors to disclose how they're actually being compensated by their clients? Why is that so hard for the CFP Board to implement?
The Problems With the CFP Board’s ‘Three Buckets’ Approach
It’s time for the Board to recognize that the fundamental starting point for all types of compensation disclosure should always be what clients actually pay.
Employee Advisors and Their Implications for the Future
The ongoing trend toward employee advisors seems to be a tremendous positive for the planning profession.
The Rise of the Employee Advisor
The label captures what has emerged as three different tiers of advisors, representing different stages along a long-term career track.
What if Financial Planning Was More Like Build-A-Bear?
For most people, financial planning is difficult and complex, which is why they seek out professionals for assistance.
The Importance of Having an Established Firm Philosophy
When the overall vision and philosophy between parties don't align, friction often results.
What Is the Philosophy of Your Financial Planning Firm?
How can clients find the planner that's right for them, and how can planners ensure they're a good match for their clients?
5 Time-Saving Tips to Get Started on Social Media Marketing
Don't look at social media marketing as another time drain, but rather as a replacement for marketing efforts you're already doing that are less successful.
Why Social Media Is Not an Alternative to Networking and Referral Marketing
As social media becomes increasingly popular, the financial planning world has struggled to figure out how social media marketing fits into the big picture.