by Patrick M. Kelly | Dec 23, 2010 | Clients, Financial Advisors
Building a recognizable brand name takes time, but will ultimately keep existing clients loyal and attract new business as well. When developing your brand, you need to think about how you choose to run your business. Make sure when you establish your brand name, to...
by Patrick M. Kelly | Dec 20, 2010 | Clients, Financial Advisors
One of the keys to retaining clients and acquiring new clients is to listen effectively and ask the right questions. Many financial advisors only ask the pertinent questions necessary to develop a financial plan for each individual client. However, deepening this...
by Patrick M. Kelly | Dec 17, 2010 | Financial Services Industry
As if this year hasn’t been difficult for most people in the financial industry, now they have one more day of work that would normally be a holiday. When market holidays fall on a Saturday, the markets close on the Friday before unless it is the end of a monthly or...
by Patrick M. Kelly | Dec 6, 2010 | Financial Recruiting Industry, Hiring
How do you know when you have found the right candidate for your firm? Many firms looking to hire someone receive hundreds of resumes these days because the unemployment levels are so high. There are some things to consider when you start to set up interviews. The...
by Patrick M. Kelly | Dec 3, 2010 | Financial Services Industry
Some RIA firms are continuing to cut costs this year even though they are growing at a rapid rate since the financial crisis of 2008. There are a variety of ways to cut costs in your business. The main cost cutting is the salaries of the financial advisors in your...
