The steps you take in bringing clients into your practice will have a profound effect on the strength of those relationships. A smooth process can instil trust in your team and reassure your new clients that they have made the right choice
Risk-rating system places ETFs into five risk categories, from low to high
Ensure your practice operates efficiently and treat it as a business, not just a job
Compliance needs to become a critical component of doing business, both for you and your staff
When starting your career as a financial advisor, your natural tendency is to take on any client who is willing to work with you. But if you eventually work in a niche, you will be able to use your time and skills more effectively to serve a unique set of clients while differentiating yourself in […]
Avoid the trap of talking to only one spouse
Segmentation can make your practice more efficient
A key ingredient in a successful practice, loyalty can be difficult to measure
Look beyond the KYC document and clients’ own claims of high risk tolerance
Finding out what clients really think can enhance your relationships