Blog

Three Tips When Buying a Financial Advisory Practice

Three Tips When Buying a Financial Advisory Practice

By: Charlie Latimer, Director of National Recruiting
Published September 19, 2018
Are you in the market to grow your financial advisory practice inorganically through acquisitions? You are not alone! In fact, we have been in a seller’s market for some time, where there is a much higher ratio of buyers to sellers chasing a limited …

How Financial Advisors Win on Social Media

How Financial Advisors Win on Social Media

By: Abby Salameh, Chief Marketing Officer
Published September 12, 2018
As a financial advisor, you already know that relationships are everything. Without healthy open relationships with your clients, you won’t have much of a business and your financial practice simply won’t grow (hello, referrals). While you may see your clients two, three, or more times per year, …

What Makes a Five Star Internship Experience

What Makes a Five Star Internship Experience

By: Guest Bloggers, PAG Summer Interns
Published August 22, 2018
While we provide relevant, practical advice for independent financial advisors, much of it has been tested and approved by our own firm. We recently published a blog this year about the benefits of utilizing interns in your advisory practice. This summer, we took our own …

Powerful Best Practices of Elite Investment Advisors

Powerful Best Practices of Elite Investment Advisors

By: Abby Salameh, Chief Marketing Officer
Published August 15, 2018
There are countless studies done about top performing firms or elite investment advisors. The conclusions eventually arrive at the same place—these firms make a conscious effort to do just about everything at a higher level than their peers. While this conclusion may seem obvious or overwhelming, I’d …

Knowing your Clients is the Key to Advisor Success

Knowing your Clients is the Key to Advisor Success

By: Julie Galbraith, Guest Blogger and Compliance Liaison
Published August 8, 2018
Sometimes keeping up with the ever-changing needs of your clients can feel like you are walking on wet sand. Understanding who your clients are, having a deep knowledge of the things that matter to them can be the difference between success and failure as a …

Marketing Strategies for Advisors who want to Crush It

Marketing Strategies for Advisors who want to Crush It

By: Abby Salameh, Chief Marketing Officer
Published August 1, 2018
Every advisor wants to know how to up their game. With all of the options for marketing avenues today, it can be tough to stay ahead of things. There is social media, video marketing, blogging, client events, and more. Is it possible to do it …

Divergence and Trade Wars: July Market Update

Divergence and Trade Wars: July Market Update

By: Guy Adami, Director, Advisor Advocacy
Published July 25, 2018
In the July market update call with Guy Adami, Dr. Alicia Levine of BNY Mellon Investment Management joined us to provide insightful market commentary. In her position as Head of Global Investment Strategies, she is an expert at synthesizing and translating concepts into actionable strategies and portfolio …

A Fall Preview of Independent Investment Advisor Conferences

A Fall Preview of Independent Investment Advisor Conferences

By: Abby Salameh, Chief Marketing Officer
Published July 18, 2018
The importance of attending the right conferences should not be taken lightly as they provide an invaluable resource for independent investment advisors and the continued growth of your advisory firm. Summer is the perfect time for planning your fall conference calendar. Here’s a preview of a few …

What can On-Site Training do for your Independent Advisory Firm?

What can On-Site Training do for your Independent Advisory Firm?

By: Karen Hayes, Guest Blogger and Marketing Associate
Published July 11, 2018
How would additional training for your advisors, administrative, or operations professionals make a difference in your financial firm? What do you wish you just knew more about, or what would you ask if you had a team standing ready to answer all your questions?
This is …

Advertising Compliance Do’s and Don’ts for Financial Advisors

Advertising Compliance Do’s and Don’ts for Financial Advisors

By: Julie Galbraith, Guest Blogger and Compliance Liaison
Published June 13, 2018
Every financial advisor understands the importance of compliance for any prospective advertising content, to ensure it is not misleading and meets compliance requirements. We know the process well: you have a great idea for your social media channels or a blog. You spend time carefully …

Three Things Advisors Should do to Get the Most out of their CRM

Three Things Advisors Should do to Get the Most out of their CRM

By: Charlie Latimer, Director of National Recruiting
Published June 6, 2018
Client Relationship Management systems (CRMs) have been around for over 20 years and while most financial advisors use a CRM of some kind, many are missing the true power of the technology. At the very basic level, advisors use CRMs like Salesforce and

The Secret to Hosting Events your Clients will Rave About

The Secret to Hosting Events your Clients will Rave About

By: Abby Salameh, Chief Marketing Officer
Published May 30, 2018
Hosting successful client events can turn your clients into raving fans of your advisory practice. It can also be the pathway for introductions to friends and family members. How hard could it be to throw a successful event? The art of mastering these events takes serious skill …

How to Decide on a Name for your Financial Firm

How to Decide on a Name for your Financial Firm

By: Abby Salameh, Chief Marketing Officer
Published May 23, 2018
What’s in a name? Specifically, your firm name?
The truth is, quite a bit. As independent financial advisors, when you start your new firm you have an incredible opportunity to begin fresh. You are in the driver’s seat when it comes to branding your new firm, choosing …

Lessons from Ed Slott at the 2018 PAG Annual Conference

Lessons from Ed Slott at the 2018 PAG Annual Conference

By: Abby Salameh, Chief Marketing Officer
Published May 9, 2018
At our 2018 Annual Conference just a few weeks ago, we had the incredible opportunity to hear from financial expert Ed Slott, named the “best source for IRA advice” by The Wall Street Journal. His entertaining delivery and gift of humor had us chuckling and …

ESG Investing Makes a Difference: April Market Update

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 …