Oct 31, 2016
In the eighth and final part of our “Building an effective practice” miniseries with Steve Moore, we’re talking about marketing. How do you successfully market your services? According to Steve, you don’t. Instead, he suggests focusing on creating and offering such stellar services that your clients do the...
Oct 26, 2016
In part 7 of our “Building an effective practice” miniseries with Steve Moore, we’re talking about the team approach versus the rainmaker approach. What is the rainmaker approach and why is it outdated? How do you build a successful team? Our host Matt Smith talks to Steve Moore about growing your business with a...
Oct 24, 2016
In part 6 of our “Building an effective practice” miniseries with Steve Moore, we discuss WOW client reviews. What is a WOW client review? Which of your clients should you offer this kind of service to? Matt and Steve discuss the details of what a WOW client review looks like, the word-of-mouth marketing power of...
Oct 19, 2016
Today we discuss women and wealth with Kristin Gibson, a Managing Director at Charles Schwab Investment Management and an expert in the field of women investors. We discuss how financial advisors can have more informed conversations with their female clients and how developing a communication and marketing strategy for...
Oct 17, 2016
In part 5 of our “Building an effective practice” miniseries with Steve Moore, we discuss how to go from giving only investment advice to providing wealth management advice. Matt and Steve discuss how to conduct a deep fact-finding meeting, different kinds of facts, and how to create a financial vision. Listen in as...