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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Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.
2h ago -
John Evangelista took inspiration from his mother's financial plight to carve out a niche serving university employees.
5h ago -
A new academic paper finds variable prepaid forwards to be much more effective than options collars with margin loans — even though they're more complex and less accessible.
8h ago -
When asked to compare AI to movies, financial advisors are still optimistic about the ways it can help them. But there's a growing sentiment that bad actors could hijack things.
8h ago -
The U.S. House bill aimed at protecting investors 65 or older or those who have a mental or physical impairment from fraud, has bipartisan support.
June 26 -
Subscribers can stay up to date on key industry issues while earning one hour of continuing education credit toward maintaining professional certification.
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