The Elements

October 21st, 2014

10 Minutes a Day – A LinkedIn Checklist for Financial Advisors

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10 Minutes A Day - A LinkedIn Checklist For Financial Advisors

  Nearly every day there are more studies and articles about the importance of a social media presence for financial advisors. All of the statistics point to the fact that clients and prospective clients alike are conducting research online. And, they are looking for YOU! Advisors will often present us with skeptical questions; “How can […]

October 14th, 2014

What Your Firm Needs to Do Now to Attract Next-Gen Investors

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What Your Firm Needs to do Now to Attract Next-Gen Investors

    Investors under the age of 40 present a huge opportunity to advisors. The next generation represents a larger population than the Baby Boomer clan who came before them. Studies show they are not satisfied with the financial advice they are receiving. To ensure your firm will remain relevant to these young investors, your […]

October 7th, 2014

9 Ways to Motivate Employees with Performance Reviews

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9 Ways to Motivate Employees with Performance Reviews

  Let’s face it, this time of year managers and employees alike are starting to think about performance reviews. Stress and anxiety levels rise and less than favorable opinions about performance reviews are muttered between peers. To top it off, a recent Leadership IQ study of 48,000 leaders said that only 13% of those leaders […]

October 2nd, 2014

Is Your Prospect Pipeline Problematic or Prosperous?

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Is Your Prospect Pipeline Problematic or Prosperous?

  A dreaded part of business for most advisors is making that much needed follow up call to a potential client. It’s much easier if you know them well, know what their needs are, and know how committed they are to doing business with you. There are key questions you need to ask to secure […]

September 25th, 2014

5 Smart Goals for Financial Advisors in 2015

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5 Smart Goals for Financial Advisors in 2015

  Clarity creates confidence. If you really dive in and practice what you preach, you can make 2015 your best year yet. In order to do that, you need to have a clear picture of your goals, your desired results, and an action plan. Then, you must follow through. Here are 5 smart goals for […]

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Latest Blog Article

10 Minutes a Day – A LinkedIn Checklist for Financial Advisors

  Nearly every day there are more studies and articles about the importance of a social media presence for financial advisors. All of the statistics point to the fact that clients and prospective clients alike are conducting research online. And, they are looking for YOU! Advisors will often present us with skeptical questions; “How can […]

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