by Michael Roby | Jul 26, 2018 | Client Experience, Practice Management
Recently I heard Steven G. Siegel, JD, LLM speak at a broker-dealer conference. Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. His topic: The 2017 Tax Reform & Tax […]
Read More by Michael Roby | Aug 18, 2017 | Investment Advisors, Practice Management
Things happen fast in the digital age. In the old days, you received a wire, a letter, or you joined a conference call. Today you might hear about it when you receive a notification on a smartphone. Your broker-dealer sold to another firm. We react in a visceral way to events like this. We remind […]
Read More by Michael Roby | Aug 17, 2017 | Practice Management, Sales & Selling
Businesses hear some variation of this question many times daily: “What’s it cost?” First, any discussion of fees in advance of a conversation about value identifies you as a commodity. A good answer to steer the conversation begins with: “It depends…” When offering professional services, make certain you have a clear value offering. Take at […]
Read More by Michael Roby | Jan 13, 2017 | Business Planning, Practice Management
Too many advisors have yet to build a WRITTEN business plan for 2017. Consider this question when setting your goals for the new year, quarter, month, week, or day:
Read More by Michael Roby | Mar 31, 2016 | Financial Planning, Practice Management, Sales & Selling, Uncategorized
Ask yourself one simple question: Why are my services better than a Robo Advisor? Fidelity is launching a system designed for first-time investors between ages 25 and 45 in mind that recommends investments based upon the investor answering SIX QUESTIONS for less than 40 basis points. Vanguard’s platform is targeted to the advisor sweet-spot of […]
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