Adam Kazalski, ChFC® and Founding Partner of FourFront Group discusses the importance of a clear value proposition - and some of the obstacles that advisors at any stage of their career may encounter in refining this crucial element of their practice.
Ally O’Neill shares how she stays current on industry news and insights, what dynamics she believes create the most successful client relationships, and how she leverages technology to facilitate client conversations and drive efficiencies in her business.
Ben Lipschitz, financial advisor and founder of Elite Financial Solutions talks about his tactics for preparing skittish clients for market volatility, what inspired him to become a financial advisor and why giving back to your community matters.
Beth Jones, cofounder of Third Eye Associates, Ltd., highlights the importance of helping clients make a personal connection to their money and how her work to support marriage equality has evolved to address laws and regulations impacting her clients’ estate planning, taxes, insurance, and families.
Diane Woodward, CFP®, RICP® at Oak Tree Wealth Management, shares her passion for promoting financial literacy, bringing women into financial conversations and what she wishes she had known about the business when she started her career.
Heather Rohrs, MBA, is the founder of Masterpiece Financial Services. Learn how she has scaled two businesses—a Midwest practice and a national practice that caters to LGBTQ clients—her strategy for competing against huge firms and the many ways she gives back to her community.
Jennifer Hilts, financial advisor at LOTUS Financial Partners, shares unique ideas for advisors to differentiate themselves and how her commitment to deep conversations and big career moves paved her way to success.
John Grace, Registered Principal with Securities America, Inc. and President of Investor’s Advantage Corporation discusses why he values independent research, how his book helps investors embrace math, and the actions he’s taking to leave a legacy.
John Lococo, Principal with First Street Investment Advisors, highlights how to build trust with new clients and shares communication strategies for ensuring clients understand basic investing concepts that can build a foundation for long-term relationships.
Jorge Valdes, CFP®, ChFC®, and CEO of Financial Designs, shares his unique approach to listening to clients and explains how he built a business by keeping things simple and telling clients what they don't want to hear.
Kathryn Palao, Certified Financial Planner™ and Vice President at Hudson Financial Services, discusses the unique value of working with her father, how she navigates investors through volatility, and the tools that help her firm track clients' accounts and personal information.
Kristen Waggoner, account manager with Summit Financial Group, Inc., reveals how she builds client trust through financial education. From helping millennials with their first budget to managing wealth for entrepreneurs, learn about her dedication to doing what's right for her clients.
Melissa Larson, CFP®, CLU® and ChFC® details how she drives referrals to her business and the referral process the new advisors in her office use to build their client base.
Nicholas Dostal, Investment Advisor Representative at Securities America Advisors, Inc., details how he helps clients understand how small decisions can make a huge impact, and then uses that understanding to motivate critical actions that help his clients achieve their goals.