Going Independent: How To Make Your Business Transition Seamless & Positive
Going independent is a huge decision, and you want to make sure your financial practice is
perfectly positioned for a seamless, positive move that leaves clients feeling confident
about sticking with you.
So if a transition is in your future, you might be wondering…
“How do I share the news with clients without making them worry?”
“What parts of my brand do I need to update pre- and post-transition?”
“How will I get all of this done in time?”
Read on, my friend.
What Does Your Bio Really Say About You
No one likes talking about themselves, so writing your bio can be an awkward and daunting process. But for advisors, a well-crafted bio is pivotal to increasing referrals and conversions. Prospects want to learn about YOU, and that’s exactly what your bio is for.
The question is—is your bio up to par?
Check out this blog to learn the 2 key questions your bio should answer and some common mistakes to avoid.
Why Community Involvement is Good for Your Business
Have you ever rallied your employees to volunteer together at an event?
Do you have a charitable organization that your business regularly supports?
If not, stop scrolling—it might be something you want to consider, and we’ll tell you why.
“Giving back” as a company impacts not only the organizations you support, but the health of your business. This blog covers 3 reasons why team philanthropy should be part of your long-term business plan.
Naming Your Financial Practice: What You Need to Know
Looking for the perfect DBA name for your financial practice?
It’s a process that can feel overwhelming and, at times, futile. You might think, “All the good names are taken.” But if you shift your perspective, you’ll find there are plenty of ideas that could become your next great Brand Name. In this blog, you’ll learn:
- Why most advisors get frustrated with the naming process (and how to avoid it)
- What makes great names powerful
- The 3 non-negotiables for your business name
3 Reasons You Need A Welcome Packet For Your Financial Practice
How impressive is your onboarding process? Is it a next-level, raving-fan-worthy experience? If not, you’re probably missing out on referral opportunities, and our latest article is for you! You’ll learn:
- Why the first 6 months of the client relationship are pivotal to your relationship and referability
- How welcome packets and gifts play a key part in the referral-generation process
- What other top advisors are doing to “wow” clients during the onboarding phase
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