Now is not only a good time for a fresh start, it’s also a good time to take control of your business and enjoy it again. Here are three tips to get started.
Author Archive | Susan Kornegay
What’s Your Investment Story?
If developing and managing personalized portfolios for your clients is an important part of your value proposition, here are three steps you can take to tell your investment story with confidence.
The Joy of Details
You may have seen that the price of used cars has skyrocketed recently – as much as 30% in the last year. One study found 73 models of 1- to 3-year-old vehicles being sold at auctions for prices above their original sticker price. The current crunch comes from auto manufacturers stopping production in the spring of 2020 due to COVID followed by a shortage of computer chips needed for modern automobiles. That caused buyers to shift to the used car market (which itself is short on supply because rental car […]
Communicating Trust
How well does your website or social media communicate trustworthiness to clients and prospective clients? Now might be a good time to take a look.
Creating Accountability for Your New Advisor
Set up your new advisor for success by outlining your goals and expectations in a simple accountability plan.
What to Include in the Job Description for Your New Advisor
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.
Five Principles for a Successful New Hire
Looking to hire a new financial advisor? Here are 5 principles for a successful new hire.
Kingdom Advisors Conference
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.
Time to Talk About Risk?
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.
Launching 2021 With a Virtual Client Event!
Financial advisors can leverage what they’ve learned by planning a Welcome 2021 webinar event for clients and prospective clients.