Set up your new advisor for success by outlining your goals and expectations in a simple accountability plan.
Author Archive | Susan Kornegay
Here’s a list to help create your job description for new advisor – categorized by area of focus, along with the rationale for each one.
Looking to hire a new financial advisor? Here are 5 principles for a successful new hire.
Adam and I are attending Kingdom Advisors’ Annual Conference which begins today and runs through Friday. It’s our fourth time to attend, our third time to host a booth, and our first opportunity to speak.
Financial advisors and financial planners should discuss risk is to make sure clients are well prepared for whatever may lie ahead. Here is a script to structure client conversations about risk.
Financial advisors can leverage what they’ve learned by planning a Welcome 2021 webinar event for clients and prospective clients.
Here are five suggestions for financial advisors and financial planners to update their 2020 Business Plan and create a 2020 Relaunch Action Plan.
Here are some suggestions to help financial advisors and financial planners schedule client meetings more efficiently along with a sample progress review agenda.
Since we live in a world where regulations will always be changing, here are 5 principles for addressing disclosure and conflict-of-interest information that should govern your client interaction.
Here are ten common mistakes financial advisors make when writing their bios.