Blog

Browse our most recent blog posts below written by our team members.

Ready, Fire, Aim

Ready, Fire, Aim We all procrastinate from time to time.  Some of us are naturally better at being motivated to get tasks done.  Others of us struggle with procrastination on a regular basis.  Why do some of us continually put off doing things that we know must be...

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Use This Free Tool to Meet Clients

Use This Free Tool with LinkedIn and Actually Meet Prospective Clients There are many tools that financial advisors can use to further prospect using LinkedIn. In this post, we will share some tips and tricks for using tools in conjunction with LinkedIn to give you an...

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Robo Advisors

Robo Advisors:  A Cause for Concern? Many advisors do not see the new Robo Advisor trend as being a threat to their business.  In this post, we will attempt to provide some points as to why advisors should not be so quick to dismiss Robo advisors as a threat, and to...

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Hire a Junior Advisor

Top Reasons to Hire a Junior Advisor Advisors are always looking for a way to improve and evolve their practice.  Some common ways to do this are being more efficient, trying new techniques and products, improving client relationships, expanding a book of business,...

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Be Prepared! FINRA

Be Prepared! FINRA Enforcement Priorities Each year FINRA releases a letter that details the list of enforcement priorities they intend to focus on in their examinations.  Below is a list of the highlights from the 2017 letter.  I have tried to single out the items...

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Body Language

Body Language: It Says a Lot About You Modern technology has brought face-to-face conversation to a minimum. In the business world, meeting face-to-face can seal the deal. When talking to others, try to remember the acronym SOFTEN: Smile. Open your posture and don’t...

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