The Elements

September 10th, 2014

Marketing Your Financial Advisory Firm in 2015

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Marketing Your Financial Advisory Firm in 2015

  Here we go! NOW is the time to plan your marketing strategy for 2015. With more means to market your firm, it’s easy to get lost in knowing where to start and even easier to fall off track by wanting to do it all. Two things you need to keep in mind: If you […]

September 4th, 2014

What Mediocre Pay Raises Mean For Your Financial Firm

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What Mediocre Pay Raises Mean For Your Financial Firm

    Projections for 2015 pay raises are in. If you plan to stick to the predications, your team will see mediocre salary increases that still remain lower than pre-recession rates. What does this mean for your firm? The latest study from Mercer indicates increases for most industries and the average employee will fall in […]

August 28th, 2014

No Career Path – A Recipe for Costly Turnover

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No Career Path – A Recipe for Costly Turnover

  Attracting and retaining team members is one of the biggest struggles many of our clients face. With proper leadership, foresight, and planning, firms can avoid the costly expense of losing employees. While visiting with a friend the other day, she told me, “I feel I’m at a dead end in my career. There are […]

August 19th, 2014

Gung Ho on Client Segmentation to Improve Satisfaction, Relationships, and Retention

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Client Segmentation Strategies Need to Evolve With Clients

  Client segmentation is one of the first steps advisors can take towards greater efficiency and ultimately improved profitability. Because a segmentation project can be daunting, many advisors don’t segment clients beyond traditional metrics; grouping clients together based on assets under management and revenue provided to the firm. Financial advisory firms that have taken the […]

August 12th, 2014

No Referrals? Time to Rethink Your Process – Here’s How

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No Referrals? Time to Rethink Your Process - Here's How

Business is going good and clients are happy, but the number of qualified prospects in your pipeline has dwindled. Now what? The advisors we work with tell us, “I always ask my clients and centers of influence to let me know if they think of someone who will benefit from my services.  But, I end […]

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Latest Blog Article

Marketing Your Financial Advisory Firm in 2015

  Here we go! NOW is the time to plan your marketing strategy for 2015. With more means to market your firm, it’s easy to get lost in knowing where to start and even easier to fall off track by wanting to do it all. Two things you need to keep in mind: If you […]

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