Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

We’ve talked about creating an advice-centric practice, articulating the value of financial advice, pricing and structuring your services, and conducting your first client meeting. Now it’s time to think about how you can use systems, tools, and referrals to predictably grow your practice. In the conclusion of my five-part series with John Page, Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be talking in-depth about the tools that you need to grow your practice. Listen in to hear John’s insights about how you can predictably grow your financial advisory practice. Topics Discussed in This Episode: How to track clients from prospect to engagement to first plan to review What happens after the first meeting with a client Why you should avoid making recommendations until you’ve established yourself as the client’s primary financial advisor How advisors can generate referrals consistently How an advisor can provide clients with an opport