by Sherrie English | Apr 20, 2021 | Entrepreneurship, Leadership, Operations
One of the biggest challenges advisors face is how to get a concrete result out of an idea or concept in their mind. How do you go from something you think will work to that thing actually becoming part of your business and part of the way you do things? The real...
by d2dynamic | Oct 9, 2020 | Leadership
By Jon Randall Chief Coaching Officer Leadership is an area where many business owners and independent financial advisors struggle. A lot of your training and development and education was probably in finance or business and marketing. A lot of what you’ve...
by Travis Chaney | Jun 2, 2020 | Entrepreneurship, Leadership, Mindset
By Travis ChaneyCEO How’s your pandemic going? As we have coached our clients through the last few weeks, we have noticed a couple of common characteristics that have helped them succeed. Our clients are entrepreneurial high achievers who have already...
by d2dynamic | Mar 6, 2019 | Leadership, Team
This is the final post in a three-part series on hiring the right financial advisors for your practice. Read parts one and two on how to hire the right financial advisor. EXTENDING AN OFFER When you are ready to make an offer, develop a package that is a win-win...
by Ben Hoak | Feb 18, 2019 | Leadership, Team
This is part two of a three-part series on hiring the right financial advisors for your practice. Stay tuned for the next installment later this month.Read part one on how to hire the right financial advisor.FINDING PROSPECTSOnce you have determined you need to hire...
by Ben Hoak | Feb 5, 2019 | Leadership, Team
The Financial Planning Association says that by the year 2028, our country will face a 200,000-person shortage of financial advisors. Demand will far outstrip supply both in terms of clients and practices which need to hire advisors to grow their business. There are...
