Ep. 14: What’s In a Name?
The importance of being strategic and forward-thinking about your business is paramount to success. Getting down to fundamentals, there are few decisions a business owner will make more important to setting the stage for growth long-term than choosing their company...
Ep. 13: Hot Mic Episode: The Elephant In The room
It’s a subject being bantered about by many in the financial services industry – will Merrill Lynch leave protocol? The rumors have certainly intensified as Merrill’s strategic moves – among them no longer recruiting experienced advisors and...
Ep. 12: The Art of Leveling-Up Your Business
Preparation is the key to most every successful endeavor and this certainly holds true when strategizing for your business and its future. It doesn’t matter whether you are in financial services or another industry, understanding where your firm is now and where...
Ep. 11: Making A Good First Impression – What Your Website Says About You, Your Firm, And Why It Matters
Online presence, in particular your website, is more important than many advisors give it credit for. In fact, it is the lens through which your peers and clients will view and form opinions about your business and your brand. In the case of firms who are actively...
Ep. 10: Ignorance is Bliss – The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series)
Compliance for advisors gets trickier and trickier every day. No advisor is a compliance expert and many – unwittingly so – will find themselves in sticky situations which ultimately result in termination. The top priority for the firms when in comes to...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
