Amy's Barron's Article: Women, It's Time to Make it Rain

Amy's Barron's Article: Women, It's Time to Make it Rain

Women are poorly represented among the nation’s fastest growing and largest financial advisors. Even when there are no external roadblocks, women are often stymied by self-doubt: With one or two rejections, they decide this just isn’t for them. Here we share our suggestions on how women can overcome their fears and be more represented in the wealth management sector.

Appearances Deceive, Conversations Reveal in Hunt for Clients

Appearances Deceive, Conversations Reveal in Hunt for Clients

Hunting for clients can prove challenging for both new and veteran money managers alike. How to spot the best prospects in a crowd of tuxedos and gowns at a gala--or in shorts on the golf course, for that matter--is a skill that can take years of experience to develop. It isn't easy to determine who is truly wealthy or who is looking for a financial adviser.

To Earn Trust, Tell Clients Your Personal Story

To Earn Trust, Tell Clients Your Personal Story

Sometimes, the best marketing collateral you need is yourself.  Take some risks by doing something very simple: Being you!  This can not only intensify your existing client relationships, but it can help showcase to your potential clients why you are different than their existing advisory relationship.

How advisers can make referrals their most effective tool for growth

How advisers can make referrals their most effective tool for growth

According to a study by SEI, 47% of your clients will eventually make a referral.  Another 47% will not...until you ask.  But how can you ask without the question falling flat on its face, and avoiding the typical response of "If I think of someone, I'll let you know"?  We answer this important question in this story.