By Curtis Brown Focus your prospecting efforts on specific niche markets to acquire more clients. Do you want to master 20 different markets or just a few? You can’t be an expert in everything nor can you be all things to all people. You may have started in the business accepting any client that was… Read more »
Posts Categorized: Blog
What do Financial Advisor Teams Have in Common with Trauma Surgery Teams?
Imagine it’s 2:30 in the morning. You are a trauma surgeon trying to save the life of an accident victim with multiple gunshot wounds. Your team is ready to go. The airways are checked. Breathing is checked. The circulatory system is stabilized. The life of that patient relies on you and your team working… Read more »
Why Hire a Coach?
Advisor Teams can benefit from coaching.
Why Form a Team?
By Curtis Brown, Vice President, Supernova Coaching The age of the sole practitioner advisor is giving way to team-based advisors for many reasons. There are too many products and services for a sole practitioner to be an expert on all of them. The price compression in the industry requires gathering and managing larger numbers of… Read more »
American Greed and How to Prevent the Next Bernie Madoff
Ponzi Schemes have been around since man first exchanged money for services. There are hundreds of Ponzi Schemes going on as we speak. There are over 50 that are exposed each year, with over 150 exposed in the wake of the Great Recession. Some are pure scams, while others are somewhat market dependent.
What to Say to Clients that Overspend
We have all had to face this difficult situation with a client. You discover that they are clearly spending well beyond their budget. They have no apparent means of replenishing their principle, but they continue to spend in spite of your advice. What do you do? When I would visit an office in my District,… Read more »