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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Industry experts say custodial firms' services have largely become "commoditized." The acquisition of Altruist opens the door for Vanguard to have cutting-edge services related to tax planning, cash sorting and more.
August 26 -
More than half of the independent brokerages participating in this year's IBD Elite study declined to disclose the share of women among financial advisors at their firms. Those that did provide data have done more to advance women than many of their rivals in the independent brokerage channel of wealth management.
August 26 -
With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.
August 25 -
Cogent Bank has tapped an industry veteran to lead a new unit focused on ensuring high-net-worth clients can smoothly transfer assets to their heirs.
August 25 -
As clients consider when to claim Social Security, an advisor proposed a strategy to maximize tax-free retirement income using certain benefits and senior deductions.
August 25 -
Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.
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