If you have been in the industry long enough, you’ve heard horror stories about advisors changing firms or breaking away, only to lose a majority of their clients. This story is the same across numerous channels, including wirehouse, independent, and insurance-based or bank broker-dealer-affiliated advisors.Read More
In my line of work at IFP, I often have to build relationships with some unfamiliar faces. This means I’m constantly breaking out of my comfort zone, having some off-topic discussions, and turning those conversations into fruitful business arrangements.Read More
In this series about branding for financial advisors, we explore some blunders, steps to improve an advisor’s brand presence, and – for the uninitiated – where to get started.
If you missed it, check out Part 1 of the series where we discussed investing in your brand and asking the right questions.Read More