Are you transforming your clients into “raving fans?”
Here’s how.
Plus 5 other ways to grow your financial practice from and The Oracles and Entrepreneur Media. #growth #wealthmanagement #businessdevelopment #marketing
6 Popular CRMs for Financial Advisors
The right #CRM is critical for financial advisors. Here are 6 CRMs to consider, as compiled by Advisor Websites. At SCF, we use Salesforce as our CRM. In fact, it’s the framework on which our entire operating system is built. #technology #fintech #salesforce
Learn. Then Act.
A little Friday motivation from John C. Maxwell, via Leyda Aleman, SHRM-SCP: “Don’t let your learning lead to knowledge; let your learning lead to action.” #motivation #lifelongstudent #action #purpose #leadership
Three Steps to Better Growth for Your Financial Practice
This morning from Jarrod Upton, MBA, MS, CFP® at ThinkAdvisor: “For advisory firms looking to expand their businesses (rather than plateau), there are straight-forward ways to reset expectations and think about growth in a fresh way.” #growth #business
Quote: Tony Robbins
“The only limit to your #impact is your #imagination and #commitment.” —Tony Robbins #motivation #focus #purpose #success #business
Financial Advisors: How to Leverage Branding for Growth
Make your value proposition ‘come to life.’ Great piece by Liz Skinner and InvestmentNews. #branding #growth #clients #wealthmanagement #marketing
