by Patrick Tucker | May 23, 2017 | For Financial Advisors
When I say ‘referral network’, many of your minds immediately jump to formal networking groups. Am I right? Do you equate ‘referral group’ with those that meet every Tuesday at noon and cost $500 a year to join? Now don’t get me wrong, those groups can be highly...
by Patrick Tucker | Oct 30, 2020 | For Financial Advisors
Everything will change after the elections…how many times have we heard that over the past few months? While some take comfort in the fact that there will likely be some changes (hopefully for the positive) after the election, others are panicking. Are you getting...
by Patrick Tucker | Oct 15, 2020 | For Financial Advisors
How do you demonstrate your value to your clients as a financial advisor? Too many advisors believe they can demonstrate value by talking up their credentials or sharing past successes. Still, others try to push their expensive educations or years of experience as a...
by Patrick Tucker | Sep 24, 2020 | For Financial Advisors
Are you ready to take the next step in your career as a financial advisor by either leaving your broker-dealer to go independent or making your already established independent firm more profitable? One of the keys to taking whatever the next step in your journey might...
by Patrick Tucker | Sep 11, 2020 | Investing
Advisors, have you been wanting to leave your broker-dealer? You’re certainly not alone. Many advisors I talk to and work with have been getting increasingly frustrated with the restrictions and conflicts of interest that come with working for a large company. If...
