Advisor strategies

Think of it also as charisma, personality or magnetism. This seemingly elusive trait means these advisors light up a room when they walk into it.

InvestmentPOD now has the backing of Mariner Wealth Advisors, Covenant, and Brighton Jones.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

Whether measuring performance against the market or a client’s own goals, the industry needs accountability.

When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.

When a prospective client asks, "So, what do you do?" you have 30 seconds to make a great impression. Here's how to respond.

Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.

Many advisors feel like they don't have a compelling personal story, but they probably do — they just have to discover it.

Here's four reasons your business might be struggling and what you can do about it.

Consider making someone in your practice a client relationship captain — someone who will take ownership of deepening client relationships and who will inspire your team to work together to truly "wow" your clients.