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As you look for ways to improve your business, get ideas from top producers to help stimulate growth. READ MORE ›
One of the best ways to get ahead is to duplicate the success of others, and any best practices or ideas you can glean from peers could make a huge difference for your business. So when 20 top producers got together and started sharing their ideas on how to best build a business, it was time to pay attention.
Download this eBook now to get 165 pointers from other top advisors on how to improve your client events, marketing concepts and practice management. For example, you will learn:
How private or client appreciation dinners can forge powerful relationships
The importance of regular classes, newsletters, and birthday cards
Why it’s important to set goals with clients, including a forecast for the year
Don’t reinvent the wheel when you don’t have to. Use this advice to get ahead.
Open architecture can help you lower the costs passed along to clients and give you more time to focus on client relationships. READ MORE ›
Open architecture is a popular phrase among wealth management firms, but what that means can vary widely. When used well, open architecture can be the key to scalability, profitability, and higher practice efficiency. Additionally, it can also pass along fewer costs to clients, as well as more customized advice tailored to their unique needs.
Download this white paper now to learn more about how open architecture can provide you with more choices and a greater opportunity to grow your practice. It can help you avoid conflicts such as:
Difficulties with proprietary platforms
Forced revenue sharing
Take steps now to discover how open architecture can lead to freedom of choice and scalability, as well as give you more time to spend with clients and building your business.
If your broker-dealer keeps changing and it’s beyond your control, discover how you can make a move to get what you need when you partner with the right broker-dealer hybrid. READ MORE ›
Here’s a secret that’s not a secret: If you are frustrated with your broker-dealer, it doesn’t have to be that way. Due to the ongoing trend of mergers and acquisitions, you may feel like you never know who your next corporate partner is going to be and if they will have a completely different set of objectives. However, there is a way out of all these frustrations.
Download this white paper now to get a better handle on how the constantly shifting landscape of broker-dealers takes a toll on your business and what you can do moving forward. You will also learn 7 key measurements of an ideal broker-dealer, including:
The appropriate size firm for you and your practice
The importance of financial strength, scale, and reputation
Access to best-in-class resources including technology, practice management and more
How important culture and support are to you and your staff
Explore new opportunities and take steps today to put destiny control back in your own hands as a true partner of your firm.