There’s nothing more frustrating than wasted marketing dollars. It’s one thing if the message isn’t effective. It’s another thing if it reaches the wrong audience. It’s an entirely different issue if it never even makes it to anybody at all. I’m referring to the dreaded undeliverable mail. Last year alone, our firm sent out more …
The following blog post is from an article I recently had published on WealthManagement.com. One size does not fit all. In our world of increasing automation, having the right tools can streamline your practice, increase productivity and enhance the services you provide your clients. However, investing in new technology can be a big decision. With …
The following blog post was an article I recently had published in InvestmentNews. Videos can provide key details about a financial adviser in an easy–to–consume format that many potential clients prefer We are hardwired to judge a book by its cover, despite what our parents may have taught us. When it comes to attracting new …
The independent marketing program reviews are designed to provide an overview of a financial marketing program that is available in the marketplace. Over the course of a year, I bet I receive 50+ inquiries from financial advisors asking me my thoughts about certain programs available. Your inbox is littered with these offers every single day. …
It took the Wall Street Journal and Barron’s a while to showcase this “epic fail,” but there’s an important lesson from this story for all financial advisors to learn. The story/sales pitch goes a little something like this: “Hey Mr./Ms Advisor, you need to build credibility and trustworthiness. I have an opportunity for you to …
The following blog post was an article I had published in InvestmentNews: Changes like tax reform give you an opportunity to educate and provide value to the public. After months of deliberation, our government passed the largest tax overhaul in over 30 years: the Tax Cuts and Jobs Act of 2017. Whether you agree with the …
On Thursday, February 15th, the state of Massachusetts charged Scottrade with dishonest and unethical conduct and a failure to supervise. This is believed to be the first known enforcement action under the Department of Labor’s fiduciary rule. Where this will end up, nobody knows, but it could be the spark that triggers a fire within …
Merry Christmas! This time of year is typically pretty quiet in the world of personal financial advice news. Yet it appears as though Donald Trump and our friends in DC won’t be letting that happen as we cruise into the new year. Change is upon us. Tax reform is here. Regardless of how you, your …
The independent marketing program reviews are designed to provide an overview and general review of a financial marketing program that is available in the marketplace. Over the course of a year, I bet I receive 50+ inquiries from financial advisors asking me my thoughts about certain programs available. Your inbox is littered with these offers …
Last night was an unusual and highly coincidental night. For starters, I should warn you that this post is more philosophical and about life in general than anything. Writing is nothing new for me, but this blogging thing is a bit of a newer endeavor. I’ve been told and have read that I need to …
