Connecting to Apple Music.
Ed Blumenthal is one of the principals of Stedmark Partners, a $1 Billion Gorilla team. They have done a tremendous job in relationship mapping. They have a billion dollars. They did relationship mapping. Maybe they know something you should know. Listen to Bill Good and Ed Blumenthal discuss Relationship Mapping, and how you too can expand your influence and network to grow your business.
There are many channels of prospecting, but one that every advisor should be aware of is mass mail. Mass mail is a powerful tool, because it
In Part I, we outlined the first six months of a twelve-month strategy designed to help you generate more referrals. Now we
Referrals; you want
All advisors think they should be the one to manage your client
The most impactful thing you can do for your business is to surround yourself with the right people. A good employee should improve your productivity and the overall mood in your office. However, their impact goes well beyond your office experience; it extends to your client
More often than not, when someone is looking for a critical piece of data, that data is found through one of our many reports. With that being said, reports are one of the least understood parts of our system. That
Every Advisor wants to get introductions to people their wealthy clients know, but many believe it
Many football and soccer teams are coming together for end-of-summer training camp. Financial advisors have a special season coming up too: seminar season. While you can host seminars throughout the year, the last four months are when attendance really starts to pick up. Join Head Writer, Matthew Bailey, and Marketing Consultant, Sam Horne, as they demonstrate how to start putting on great educational events for clients and prospects and take your seminars to a championship-level!
Every one of us live and work in an area that is susceptible to some form of catastrophe. It