How to Train Your Stunt Double to Maximize Your Practice

Chris Kirby
April 22, 2013

Over time, advisors in growing businesses often find that they’re doing more and more of their own stunts, but for your business to grow, an advisor need a "stunt" team behind them, according to Chris Kirby.

Practice Management: Important Way to Attract Clients

Steve Wershing
April 1, 2013

There's a new addition to the "we already knew that" file -- a new Millionaire Corner survey of affluent investors.

3 Critical Steps to Training a New Employee

Chris Kirby
March 21, 2013

To make sure the time and effort you’ve invested in finding the right employee pays off, you need to spend just as much time planning how that employee will be trained as quickly, efficiently and effectively as possible, according to productivity expert Chris Kirby.

How Should You Participate in a Client Advisory Board?

Steve Wershing
March 11, 2013

What is the proper role of an advisor in the board meetings. Should they attend? Should they speak? Steve Wershing says advisors have to understand the "don'ts" before they consider the "do's."

5 Tips For Dealing with ‘Inbox Overload’

Chris Kirby
February 20, 2013

Few advisors could imagine running their business without email, but many probably wish they could run it with a little less email.

Can Advisors Repeat Top Performance

Steve Atkinson
February 5, 2013

The sequel is never as good as the original. Advisors have a hard time repeating outperformance.

Creating a Client Advisory Board

Chris Kirby
January 22, 2013

A client advisory board is a powerful tool advisors can use to better understand their clients and receive feedback on how to be more attractive to their ideal client.

Want the Right Clients? Ask the Right Questions

Steve Atkinson
January 2, 2013

Asking the right questions from the start can ensure you discover the kind of clients you really want for your business.

Things I Wish I Knew My First Year

Chris Kirby
December 30, 2012

How many times have we said to ourselves, “If I’d only known then what I know now?” At this year’s Securities America Assistant University, a panel of experienced advisor assistants shared the benefit of hindsight and the top things they wish they had known in their first year as an assistant.

Elite Advisors Collaborate for Greater Success

Steve Atkinson
December 10, 2012

Maximizing consistency, minimizing expenses, articulating a clear value proposition and strong peer collaboration are essential for successful wealth advisors.