Yesterday, you carved out
You may already have a number of people in mind that you’ve been meaning to connect with. If so, you know who to call and what to ask for.
If not, consider this: Make five phone calls today -- either to a cold prospect, a referral, an old client or another center of influence, say Focus Partners founders Michael Silver and Eric Sheikowitz.
Then repeat the process every week. This will help ensure a robust pipeline of potential new business, they say.
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A series of settlements and arbitration awards since late 2022 require Stifel to pay hundreds of millions over recommendations made by its former broker Chuck Roberts.
5h ago -
Rossby Financial is deploying a profitability tool as it competes against much larger RIAs for financial advisor talent.
9h ago -
Jack Mullen has built an ultrahigh net worth niche at Merrill Private Wealth Management that functions much like a family office. Here's how he did it, in our latest installment of Know Your Niche.
May 13 -
Join us next month for a discussion on whether more clients should be in private markets, how advisors can explain the pros and cons of alternative investments, and just where crypto and digital assets belong.
May 12 -
Any RIA or advisory practice seeking to grow must weigh the price of its marketing efforts toward prospective new clients against the return on that investment.
May 12 -
In Wells' latest big recruiting deal, two separate groups at Merrill are coming together to form Twin Harbors Private Wealth at Wells Fargo Advisors Financial Network, or FiNet.
May 12









