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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Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
February 6 -
The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.
February 6 -
Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.
February 6 -
Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
February 5 -
Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?
February 5 -
With unfounded rumors spreading that Osaic was about to buy its rival Cetera, a Texas-based headhunting firm started calling advisors to see if they wanted to move. Other industry recruiters say that crossed an ethical line.
February 5




