How to Develop Loyal Affluent Clients
What are the key factors that make an affluent client want to commit to a financial advisor?
What Do Millennials Expect From Financial Advisors?
Do you have the correct processes and systems in place to attract, retain and serve millennials?
The DOL Fiduciary Rule on how it will affect your business | Summit
Department of Labor Fiduciary Rule will require advisors with retirement plans to act in the best interests of the client see how this will change your business
12 questions to ask before buying a practice | Summit
When buying a practice, asking the right questions can make all the difference this white paper uncovers the most important things to consider
10 questions to ask before selling your practice | Summit
When selling a practice, asking the right questions can make all the difference this white paper uncovers the most important things to consider
Avoid the pain when changing broker-dealers | Summit
To ensure a smooth transition as you switch broker dealers learn what you should know to help you determine the pros and cons of a future business partner
What should you expect from your broker-dealer? | Summit
Review this checklist of items and expectations designed to help you choose the right broker-dealer for your business and your clients
Putting LinkedIn to Work for financial advisors | Summit
Use these techniques to spread your reach finding new clients, while strengthening relationships with your current clients and centers of influence through LinkedIn