Blog

Financial Advisors 7/20/2021

Strengthening Connections with Your Clients’ Children and Grandchildren

If you haven’t yet established yourself as a trusted resource for young investors, you could be missing an opportunity to work with a key demograph...

Client Acquisition 6/22/2021

Five (Not So Obvious) Reasons Prospects Should Choose You

You cultivate friends. You talk with prospects. Today they have more choices than ever. Why should they do business with you and your firm?

Financial Advisors 5/11/2021

10 Ways to Be Politely Persistent

Polite persistence means staying on the prospect’s radar screen without being annoying. This is a longer-term strategy, but it’s employed with many...

Financial Advisors 4/13/2021

Building Your Business Post-COVID May Seem a Lot like Pre-COVID

As we emerge from the COVID era, you may find that people are eager to meet with you, to shake your hand. You may begin to see a keen interest in b...

Client Acquisition 12/22/2020

How to Add Clients Immediately After the Holidays

We all want the same things. You want to add new clients, and you would like them to come to you. You have someone on your staff who understands te...

Client Acquisition 11/9/2020

Simple Digital Marketing Tips to Grow Your Practice

This post was authored by Paul C. Ragone. Paul C. Ragone is a Investment Advisor Representative of, and Security and Investment Advisory Services ...

Client Acquisition 9/1/2020

Does Community Involvement Have a Business Payoff for Advisors?

You’ve got to be in the right place at the right time. Woody Allen observed: “80% of success is showing up.”