You aren’t the only one who is swamped during the day. There are bound to be people you can’t reach.
If many of your clients and prospects are inaccessible during normal business hours, you may have better luck reaching them after hours, suggests Michael Silver and Eric Sheikowitz, co-founders of advisor coaching firm, Focus Partners.
Instead, designate the occasional evening to work beyond your normal hours.
“Use this time to get your office and practice better organized,” Silver says.
Set aside some other catch-up projects to fill the time between phone calls. Maybe you need to
Looking for some other ways to stay productive and stay ahead of the competition?
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One of the most consequential M&A deals in years leads this roundup of the many ways big independent firms grew in 2025 and how they plan to continue growing in 2026.
November 28 -
Also, Raymond James lands a $420M father-son team from Edward Jones, Cetera recruits a $350M LPL duo, and Cambridge acquires a $1B AUM dual registrant.
November 26 -
With the rapid growth of the RIA industry, large wealth managers are increasingly finding ways to make money by supporting independent advisory practices.
November 26 -
The latest SEC Enforcement Activity report finds that the watchdog agency has only started four regulatory cases against public companies under the current presidential administration.
November 25 -
Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.
November 25 -
Mindy Neira found that embracing her passions helped build a niche that fulfills her.
November 25




