By: Peter George - Speaker, Author, Coach | Marketing As a successful financial advisor who is looking to grow your business, what would you say if I told you that there is a secret marketing weapon that guarantees your success? Would you be interested in knowing more? How much would you be willing to pay for this information? Before you answer, let me tell you a little about it. read more
By: Valerie Love | Success Today's marketplace requires that financial advisors and independent financial planners provide superior client service, along with prudent recommendations that propel clients forward financially, which is a tall order. To keep up with the demands of the ever changing financial services industry, self-improvement is a must. Here's why. read more
By: Suzanne Muusers | Marketing You need to calculate what you are putting into your marketing: the time, the effort, and the cost. You also need to calculate what you are getting back from your marketing: revenue, benefits other than revenue, and future potential. read more
By: Jacque Crook | Article Marketing There comes a point in the lives of many people where they are in need of a little personal financial help. read more
By: Valerie Love | Success As a former financial advisor to over 200 clients in a thriving financial planning practice, life wasn't always easy. Which is why I relied heavily then, and still do, on continuing to develop myself personally and professionally. Here are 4 resources that I've found to be helpful and that contributed to creating extraordinary success for me: read more
By: Mark Satterfield | Sales One of the more common questions that financial advisors ask is, "What's the best way to get an affluent client's attention with a sales letter?" Let me share with you excerpts from some letters that have done very well. read more
By: Francis Taylor | Currency Trading It is very important that you have the best expert advisors if you are trying to venture in a business such as the foreign exchange. As you already know, it can be very difficult for you to succeed in this kind of enterprise if you will just depend on your skills and experience alone. read more
By: ric dalberri | Personal Finance If you want to make sure that you have secured your future as much as you can, you will want to find someone who can give you intelligent, unbiased personal financial advice. There are many people around who claim they are financial advisors but you want to be careful who you hire. You have to not only be able to trust them but you also want to be able to like them so you can work closely with them. read more
By: Valerie Love | Sales A short, compelling, knock 'em between the eyes elevator speech is one of your most powerful tools as a financial advisor. Find out here how to create yours. read more
By: Suzanne Muusers | Marketing This article will help you to define your marketing and pricing strategies to help attract wealthy clients to your financial advisory practice. The U.S. demographics are changing. There are many more wealthy clients today than in decades past due to dual income families, investment in education, and wealth passing to younger generations. High net worth investors are making more intelligent decisions regarding who will manage their investments. They are aware of the differences between fees versus commissions. read more
By: Cheryl Clausen | Business It's up to you to be the leader for your business whether you're a solo professional or have a number of staff. The whole point of leadership is achieving results either through others or yourself. read more
By: Ronald Peck | Mutual Funds Mutual funds make it appear they exist to grow your money. The reality is quite different. They need your money to grow their shareholders' money. There are multiple proofs of this. Read on to learn how they are doing it. read more
By: chris cbenton | Investing Recent recession has bowled over smart financial planning of many big companies and individuals. Uncertain job security and recent plunge witnessed in employed ratio of America has actually shaken up people. read more
By: Tim Nelson | Article Marketing A CPA talks about the differences and similarities between a financial advisor and a CPA. When it comes to your money, you need to make sure you are talking to the person who can best meet your needs. read more
