When we meet people at parties, networking events or fundraisers our guard is up.  We are vigilant against getting suckered into any type of sales pitch or hidden agenda.  The moment a stranger approaches us, we are on the hunt for their...

Female investors want to work with someone who understands their needs. And right now, that’s female financial advisors. In a new study, 60 percent of women say they would rather work with a female financial advisor, with that number...

Today’s affluent investors want to know their financial advisors personally. Getting social with them not only serves that purpose, but it puts an advisor in the position to get personally introduced into their spheres of influence. Monthly...

It takes a village

Getting to the “heart” of it

It’s time for a semi-painless relationship check-up.  How deep have you gone with your top clients and COIs? Admittedly, it may be more painful for some than others.  But no pain, no gain, right? ...

With more wirehouse and regional advisors seeking greater independence, control, autonomy, superior economics, and the ability to customize the client service experience, independent models have been big winners. In fact, more independent models...

Parents of children with special needs take note

When John Sileo talks identity theft, he speaks from experience. The identity theft expert was first hit by one of his clients who embezzled $300,000. Then, someone bought a house in his name. So Sileo, CEO of sileo.com and author of Privacy Means...

San Diego:    “I travel in affluent circles, many of my good friends are affluent, but I’ve never asked any of them for their business,” mused Jane prior to a role play exercise during our Rainmaker Retreat, and...