Strategies for Improving an Advisory Practice without Adding Staff

POSTED ON November 24, 2015 BY Bill Dillhoefer

Eileen Carpenter in an article in Financial Planning describes 6 ways to boost productivity without the costs and issues associated with adding staff. Perform a thorough client segmentation analysis and use the results to allocate resources more strategically. Develop different client service models that provide the right level of assistance for each client segment. Establish a set of investment strategies […]


How the Best Planners Win Over Prospects

POSTED ON November 19, 2015 BY Bill Dillhoefer

By Vince Valenti You Never Get a Second Chance to Make a Good First Impression You’ve just booked an appointment with a prospect that was referred to you from one of your clients. The prospect has told you that he/she is shopping for a new financial advisor and that you’re one of three financial advisors […]


How to Network to Attract More Clients

POSTED ON November 4, 2015 BY Bill Dillhoefer

By Katie Kuehner-Hebert Financial advisors can prosper in their practice if they network with the right people or join the right groups to attract more clients, provided that they actually interact and then do the necessary follow-up work. “I feel that you get out of it what you put into it,” says Claudia E. Mott, […]