Five Things You Must Include in the Best Business Plan for Your Independent Advisory Practice

Five Things You Must Include in the Best Business Plan for Your Independent Advisory Practice

2.01.2019
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These Five Ingredients Make the Best Business Plans for Financial Advisors

By: Abby Salameh, Chief Marketing Officer
Published January 2, 2019
With the festivities of the holidays behind us, it’s time to start anew. For many independent advisors, that means thinking about their goals for their practice in the new year. But, for the most successful independent advisors, it means creating a business plan that will quantify their …

Five Things to Jump-Start Your Financial Firm Growth This Fall

6.09.2016
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By: Abby Salameh, Chief Marketing Officer
Published September 7, 2016
As summer winds down and the air turns crisper and cooler, it’s time to refocus energy around making the 4th quarter as productive as possible. With the children and grandchildren back in school and summer Fridays over, these five activities should generate some additional growth opportunities for …

The Easy Secret to Local SEO every Financial Advisor Needs

27.03.2018
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Tips for Financial Advisors to Boost Local SEO

By: Abby Salameh, Chief Marketing Officer
Published March 28, 2018
Every advisor knows all he or she could be doing for their online presence. You have no doubt heard that Search Engine Optimization (SEO), social media, email marketing, videos, and content marketing can be powerful tools to differentiate your firm, generate leads, and stay relevant. …

Building Your Strategic Vision as an Independent Financial Advisor

9.01.2019
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Strategic Vision as an Independent Financial Advisor

By: Abby Salameh, Chief Marketing Officer
Published January 9, 2019
Last week, we addressed the importance of creating a business plan. As a recap, it is important that the business plan be a living, breathing document; one that changes and is consistently being reviewed. As a reminder, the first step to creating a successful business …

The Case for Joining an RIA and the Considerations You Need to Make

19.10.2016
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By: Abby Salameh, Chief Marketing Officer and Charlie Latimer, Director of National Recruiting
Published October 19, 2016
The next four blog posts will focus on how and why an advisor should think about moving to an RIA. Or, more specifically, what an advisor should consider when thinking about joining an existing RIA. With all the …

An Opportunity to Learn from Top Advisors at the Barron’s 2018 Advisor Summit

4.04.2018
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PAG’s Take on the 2018 Barron’s Top Advisor Summit

By: Abby Salameh, Chief Marketing Officer
Published April 4, 2018
Words like “invitation only” and “exclusive” make us wake up and pay attention. That means there is something special and set apart about a group we can all learn from because they’re the best. That’s exactly what was going through my mind as I attended the Barron’s …

Community. It Makes a Difference for Independent Financial Advisors.

4.10.2017
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By: Abby Salameh, Chief Marketing Officer
Published October 4, 2017
As I went to my third charity event of the season last week, the Invest in Others Awards Gala, which recognizes and honors financial advisors who give back in their communities and across the globe, I was reminded of an aspect of the financial advisor …

The Case for Joining an RIA Part 2

26.10.2016
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By: Abby Salameh, Chief Marketing Officer and Charlie Latimer, Director of National Recruiting
Published October 26, 2016
You have had a great run with your career to this point – and things don’t necessarily have to change –but you know something is knocking at the door: the independent model. Within this model, advisors can either opt to …

Five Must-Read Books for Savvy Financial Advisors

18.04.2018
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Our favorite books for Savvy Financial Advisors

By: Abby Salameh, Chief Marketing Officer
Published April 18, 2018
Now that tax day is over, many advisors can breathe a sigh of relief for another 12 months. While it still does not feel like spring in the northeast, we know the warmer weather is on its way. That, in turn, means the lazy days of …

Networking for Financial Advisors: Add it to Your Growth Strategy

20.09.2017
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By: Abby Salameh, Chief Marketing Officer
Published September 20, 2017
Networking can be a powerful growth strategy for financial advisors. That said, many advisors don’t take advantage of networking opportunities. Why? Most will say they don’t have time, but successful advisors know that networking can be the biggest key to unlocking future business success. Advisors should focus …

The Case for Joining an RIA Part 3

2.11.2016
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By: Abby Salameh, Chief Marketing Officer and Charlie Latimer, Director of National Recruiting
Published November 2, 2016
One of the greatest advantages of the independent, fee-based advisory model is the freedom it affords both advisors and their clients. In the independent model, advisors own the end client relationships, and they are also able to more easily merge …

How Leveraging Interns can Benefit your Advisory Practice

26.04.2018
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Why Financial Advisors should consider hiring an Intern this Year

By: Abby Salameh, Chief Marketing Officer
Published April 25, 2018
Think about your day-to-day life. Do you keep a frantic pace trying to accomplish all of the duties on your to-do list? Wouldn’t it be great if you had another pair of hands? A “right-hand man”? An assistant? From large firms to small, we all have days …

Who Will Win Millennial Investors

27.02.2018
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millennial investors

By: Abby Salameh, Chief Marketing Officer
Published February 28, 2018
Millennials are not exactly the target investor financial firms desire; they don’t seem to fit the profile of wealth. The word “Millennial” is nearly synonymous with student debt and lower incomes. Born between 1980 and the year 2000, this generation has faced higher unemployment rates and consequently …

The Case for Joining an RIA Part 4

9.11.2016
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By: Abby Salameh, Chief Marketing Officer and Charlie Latimer, Director of National Recruiting
Published November 9, 2016
Just because we are financial professionals does not mean we need to burden ourselves by doing our own tax returns. We gladly outsource our tax returns to accountants, and it’s the best $500 ever spent. Let’s apply the same logic …

ESG Investing Makes a Difference: April Market Update

2.05.2018
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ESG Investing Makes a Difference: April Market Update

By: Abby Salameh, Chief Marketing Officer
Published May 2, 2018
Today’s advisors are repeatedly fielding questions regarding ESG (Environmental, Social, Governance) investing, even beyond millennial investors. The term “ESG investing” has a fluid definition among advisors and clients, ranging from socially responsible investing to simply screening and excluding investment opportunities for moral or ethical reasons. In our …