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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New research from the TIAA Institute finds financial literacy slipping further, with investors across generations struggling to with risk comprehension.
June 5 -
A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.
June 5 -
Median total compensation for certified financial planners climbed to $195,000 last year. But pay varied widely, depending on factors like experience and type of firm worked at.
June 5 -
Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.
June 4 -
He and planner Taylor Schulte led a group of speakers presenting a trove of "deliverables" and actionable takeaways from the Kitces Marketing Summit.
June 4 -
Valuation experts say RIA purchasers are most attuned to organic sources of growth — assets from new and existing clients. But market gains also play a role.
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