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How to Create a Billion-Dollar Team

How to Create a Billion-Dollar Team An FA with $1.5B in AUM reveals how your team can replicate his team’s success   The man to your left is Ed Blumenthal, a Philadelphia-based advisor with over $1.5 billion in AUM.  Along with his partner, Mark Eskin, Ed runs one of the largest and most efficient practices. . . Read More

A Simple Way to Stand Out from other Financial Advisors

The importance of dripping For decades, I have coached financial advisors to send a letter to their clients and prospects every month on a topic of interest to them.  This is called “dripping,” and it’s key to: Client retention Business now New assets New clients There are many reasons why dripping is effective at all. . . Read More

How to Find More Money in Your Book

If you’re like most financial advisors, you would love to find more money in your book, wouldn’t you?   You can by taking what call the Find the Money Challenge.   How to Find More Money in Your Book For years, I’ve taught advisors that you can always find more money in your book.  No matter who you are. . . Read More

How the Top Financial Advisors Grow their Business

Whether you’re a rookie just starting out, or a veteran with decades of experience, you probably want to know how the top financial advisors grow their business.  If so, I have a great resource for you.   Approximately once a month, I hold a special webinar for advisors.  Each webinar covers a powerful way to. . . Read More

Time Management for Financial Advisors

Effective time management is one of the most important skills a financial advisor can have.  Why?  I think Benjamin Franklin said it best:    “Remember that time is money.” THE MOST COMMON TIME MANAGEMENT MISTAKE Every day, thousands of advisors go into their office, close the door, and look at their massive “to-do” list. And every. . . Read More

Best Practices for Financial Advisors: Contact Strategy

Continuing our series on “Best Practices for Financial Advisors,” this post centers on something all FAs should have: a Client Contact Strategy.   Numerous studies have shown that one of the biggest complaints most clients have is that they don’t hear from their financial advisor enough.  That’s important, because the number one reason clients leave their advisor. . . Read More

Best Practices for Financial Advisors: The Law of Contact Management

The most successful financial advisors have one thing in common: they implement the most best practices.   What exactly is a best practice?  Wikipedia defines a best practice as “a technique, method, process, or activity believed to be more effective at delivering a particular outcome than any other technique, method, process, etc.”   The Bill. . . Read More