Like working with volunteers in nonprofits, the problem develops when you realize you cannot simply issue commands and expect results. #growth #advisors
For those keeping track, this represents the sixth consecutive FOMC meeting in which policy makers decided to take no action on the rate front. #ETF #Fed
The prevailing norm in advisory of attempting to cement a real relationship pre-sale, and the generally low conversion rate among advisors #growth #advisor
Herd mentality happens when we conform our behaviors or beliefs to a group fighting for something. Conformity and obedience rule this dynamic. #human #herd
Have to decide where you want to go and put yourself there. You have to pick out a target market, and every single market needs a marketing plan #marketing
Chit-chat, small talk, going with the flow to see where the conversation leads that unpredictability has to end if you want to be successful. #advisors
Whether Advisors adopted and implemented written policies and procedures reasonably designed to prevent violations produced the following findings #advisor
Many of the new guidelines pertain to how IRAs are passed down, but the emphasis here will be on strategies for clients that inherited IRAs. #growth #IRA