Starting your Own Advisory Firm
April 14, 2010 at 8:25 am | No Comments
Before you can automate your practice – you’ve got to actually start it up and get it going. So if you’re still at the start up phase, consider this a short, quick, no BS guide of what you’ve got to get done. It’s not legal advice so please don’t look at it that way.
Getting Started
It’s an amazing feeling in a person’s life when they make the commitment to become an entrepreneur. The process can be exhilarating and yet at the same time it can be a bit frightening.
Marketing That Works
December 20, 2009 at 12:17 am | No Comments
Everyone who’s ever been in sales knows you have to market yourself first and sell your product second. The problem for many advisors is how to do just that…market themselves and a viable product. Just so everyone knows…we’re not particularly fond of the term “product… but sometimes there’s just no other term to use (so bare with me).
It’s been fun to watch the marketing gurus of the financial services industry pop up over the past decade or so. I’m sure they’ve always been around, but the quantity seems to be growing like gangbusters.
And why not?
Investment Management for Wrangling Unruly Markets
July 31, 2009 at 12:13 pm | 1 Comment
Warning: Shameless Plug to Make Us Some More Dough is Contained in This Post!
You can have the best marketing strategy and the strongest sales skills on earth – but if your client portfolios STINK, it’s gonna be tough building a business with any real value.
So it’s obvious that having killer investment portfolios is helpful for financial advisors.
While this site is dedicated to giving stuff away for free to help advisors grow their business, we can’t share everything. We can however, help you out in wrangling these crazy markets. As a lot of our readers know: we run all quantitative portfolios for our clients. Some are pretty traditional (long only, top down fundamental stuff), while others are incredibly unique.
