Client book

Planning and Advice

3 ways to be more efficient

Do you feel overwhelmed when looking at your to-do list? You’re not alone.

|November 27, 2013

2 min read

Planning and Advice

Know clients better to build your book

It’s important to keep being inquisitive with your clients, even longtime ones. If you’re constantly learning about your clients, you may find new opportunities for business.

By Larry Distillio |November 25, 2013

4 min read

Industry

New website helps people find advisors

Advocis has launched a Find an Advisor website to help consumers find an advisor who meets their needs.

By Staff |November 6, 2013

1 min read

Planning and Advice

How one advisor drills for prospects

Cole Kachur has pierced a client base of successful, wealthy people. Who? Dentists. How? By offering CE-accredited professional development sessions on tax issues, insurance strategies and succession planning that are priorities for this client base.

By Suzanne Sharma |November 5, 2013

4 min read

Small clients, big opportunities

Let’s be honest. It’s more lucrative to chase wealthy prospects, but they aren’t the average advisor’s bread and butter. There are only so many affluent folks to go around, so you won’t grow your book if you keep waiting for millionaires.

2 min read

How established advisors get clients

Referrals are a good way to grow your practice, but you’ll need other methods if you want to take your business to the next level. Here are five strategies established advisors use to beef up their books.

By Staff |September 16, 2013

3 min read

Client book

3 ways to be more efficient

Know clients better to build your book

New website helps people find advisors

How one advisor drills for prospects

5 ways to avoid the wrong clients

Small clients, big opportunities

How established advisors get clients

Advisors shocked by Macquarie sale

How to tell clients you switched firms

How to switch firms