Category: Building A Practice

Micro Advisor Model vs. Macro Advisor Model

September 14, 2023

Being a financial advisor means focusing on the big picture and the fine details. …All at the same time. Here […]

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How Often Should Financial Advisors Be Meeting With Their Clients?

September 8, 2023

Meeting with your clients is what makes up the bulk of your career as a financial advisor. According to a […]

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What You Should Be Tracking As A Financial Advisor

August 25, 2023

Trying to eat healthier? Track it. Trying to spend less time on your phone? Track it. Trying to build a […]

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Why I Stay At Consolidated Planning: A Testimonial From A Seasoned Financial Advisor

August 18, 2023

Sometimes it’s hard to know if your decision will be the right decision. When you don’t make the right decision […]

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Top 4 Reasons Being A Financial Advisor Is A Great Opportunity For Women Returning To The Workforce

August 4, 2023

The thought of returning to the workforce after an extended leave of absence is quite frankly an intimidating realization. But, […]

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Why Client Retention Strategies Matter For Financial Advisors

July 28, 2023

Retaining current clients, according to the Brevet Group, is 6-7x less costly than acquiring new ones. Yes, 6-7x LESS. If […]

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