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May 05 | 2020
Could Your Next Trade Cost You Your Practice?
Stop and Heed 10 Trading Best Practices By Craig Morningstar and the Portfolios Services team As if portfolio management wasn’t already a risky business, a volatile market such as the unprecedented one we are facing today, is likely to see wealth advisors fall victim to a substantial increase in trade risks. In today’s unpredictable environment, […]
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Apr 14 | 2020
Dynamic Marketing in Challenging Times
By Dan Solin How do you market your services during a volatile market and at a time where “social distancing” is the new normal? Delicately and tactfully. The wrong way People are already at a heightened state of anxiety. Your marketing shouldn’t aggravate their fears. Avoid focusing on the need to update estate plans, beneficiary […]
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Feb 13 | 2020
The Principle of Storytelling with Aaron Klein
By Jim Cannon, CEO With all the Oscar buzz this week, I couldn’t help but think about a recent Dynamic Resource Call we had with our advisors that pivoted, among other topics, to the principle of storytelling. Brief background: We hold resource calls monthly, conversing with industry professionals on relevant topics to help advisors grow […]
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Jan 23 | 2020
‘Smart’ New Decade: 5 Ways to Make the Client Connection Count
As we ushered in 2020, electric car innovator Tesla surpassed the $500 mark, becoming the most valuable U.S. automaker, ever.[1] Disney+ joined “the streaming wars,” signing up more than 10 million subscribers in less than two days![2] And during the 2019 holiday season, more consumers used their smartphones to shop than ever before—exceeding desktop—with 65 percent of […]
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Oct 30 | 2019
How to Increase Profitability? Treat Your Business Like a Business
Adapted from an AdvisorRADIO interview with Horsesmouth Editor in Chief Sean Bailey, the following edited excerpts of Jim’s radio interview ran Oct. 10 on the Horsesmouth Network, “Treat Your Business Like a Business: How to Increase Advisor Profitability.” I (Jim Palumbo) started an RIA about 25 years ago and built it up on my own […]
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May 29 | 2019
Unicorn Found!
UNICORN FOUND “…perfectly-integrated technology is a unicorn.” -Deborah Stavis, CEO, Stavis & Cohen Financial “Technology and client demands are among the toughest challenges for more of this year’s top broker-dealer advisors,” wrote Rita Raagas[i] De Ramos in Financial Advisor IQ[ii] recently. The 2019 Financial Times 400[iii] top advisors cite these four things as the toughest challenges they face […]
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