User login
Introduction
| Our mission at Advisorpod.com is to provide financial services professionals with relevant best practices and actionable tools to run an efficient and satisfying practice. |
| Click here to learn more! |
Master Series
| The "Master Series" podcasts focus on providing insight into the business practices of the industry's elite financial advisors. |
| Listen to the latest Podcast! |
Practice Builders
| The Practice Builders podcasts provide actionable practice management tips and advice to help advisors run a more efficient, profitable and satisfying practice. |
| Listen to the latest Podcast! |
Paul's Post: Do you have clients with college age children? Call them this week.
Submitted by advisorpod.com on Tue, 08/31/2010 - 10:47
"Client Relationships Mistakes To Avoid"
Submitted by advisorpod.com on Thu, 08/05/2010 - 09:25
|
||||||||
| Tune in to hear the Masters Series team along with Karen Lee, our guest speaker from Karen Lee & Associates, as they give tips to help advisors be more successful in their client relationships. Hear Karen’s advice on what to avoid when meeting with clients and what makes a good prospect. | ||||||||
Interview on Client Acquisition Strategies with Marie Swift
Submitted by advisorpod.com on Fri, 06/18/2010 - 15:10
Listen to our live interview with Marie Swift from Impact Communications at the FPA Business Solutions Conference. Kirk Hulett and Marie Swift discuss the topic Client Acquisition Strategies. Marie talks about utilizing PR to differentiate themselves from other advisers.
Confidence = Loyalty + Referrals
Submitted by advisorpod.com on Fri, 03/26/2010 - 16:27
by Kirk Hulett
Cementing the loyalty of your clients should be one of the most important goals of your financial planning practice. Competition for the best clients is fierce. Loyalty is a product of both your actions as a planner and how those actions influence your clients’ perception of you. Your clients’ perception of your personal confidence and your knowledge as a planner strongly influences their loyalty and retention.
Interview on Social Media with Davis D. Janowski of Investment News
Submitted by advisorpod.com on Thu, 03/18/2010 - 10:25
10 Mistakes Advisors Make In Their Practice
Submitted by advisorpod.com on Wed, 12/02/2009 - 14:48
By: Kirk Hulett
- I do tasks I do not need to do
- Forget to delegate
- Administrative tasks, clerical tasks, returned phone calls, basic client service
- Takes too long to train, so I’ll just do it
- Expertise Partnerships- CPA’s
- Attorneys