Retaining Clients Through a Transition

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.

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Building Genuine Relationships for Potential Business Growth

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.

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Blog Series: The Truth About Branding for Financial Advisors (Part 2 of 3)

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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.

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