Benefits Think 4 ways brokers can improve their marketing
Advisers looking to maximize the impact of their client- and prospect-facing material should take these factors into account, says Selden Beattie’s Beverly Beattie.
Advisers looking to maximize the impact of their client- and prospect-facing material should take these factors into account, says Selden Beattie’s Beverly Beattie.
Commentary: Think beyond commissions, says adviser Beverly Beattie. What if you proposed a different arrangement, one based on achieving certain defined metrics for success?
When we take a look at our industry and the landscape ahead, one can wonder who might be better equipped to handle the rigors of a rapidly changing industry: the seasoned, been-around-the-block adviser or the young and energetic newcomer who is ready to impart fresh ideas. Clearly, a younger person's thought process can be very different than a seasoned employee or adviser. This has its advantages and disadvantages. And it raises the question of how a younger adviser could help or hinder our industry.
There are right ways and wrong ways to go about ending a business relationship
The other day I was having a conversation with a valued client with whom I have enjoyed a long-term relationship. I asked what really differentiates a good advisory firm from a great one. With many agencies out there to choose from, what are employer groups looking for in an adviser that makes a tangible difference in helping them achieve their strategic business goals?
In the current broker/client business model local relationships are clearly preferred. However, that does not take into account the new health care landscape.