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Signature Wealth Group Makes WealthManagement.com’s 2019 Thrive List Of Fastest-Growing Advisors
Florence, SC (November 4, 2019)— Signature Wealth Group (sigwealthpartners.com) has been named a recipient of the WealthManagement.com 2019 Thrive Awards, honoring the nation’s fastest-growing advisors. The WealthManagement.com 2019 Thrive Awards list was compiled by measuring percentage revenue growth over the previous three years. The average revenue growth of Thrive Advisors is three times that of…
Read MoreCommunicating a Succession Plan
Communicating your Succession Plan Make no mistake, as important as all the other factors are, none of them matter if you don’t execute your succession plan properly. The value of your practice is going to be determined by the ability to retain your staff and clients. Communicating your plan effectively is the key part of…
Read MoreSuccession Planning for Financial Advisors- Start with the end in Mind
Succession Planning What is succession planning? Why is it so important? What steps will you need to take to ensure the future of your clients, your team, and your business? We’ve all heard the staggering numbers that there are more advisors over the age of 70 than under 50. If we’re not careful, we’ll see…
Read MoreThe Planning Process – Developing Your Succession Plan
Let’s Make a Deal: Types of Successors, Deals, and Structures Developing a succession planning process is one of the biggest and most important aspects of your career. One that requires the same kind of effective planning you utilize on a daily basis for your clients. Once you’ve made the decision to start planning for the…
Read More5 Ways to Get Over the Fear of Being Horrible at Sales And Prospecting
We’re all salespeople whether we want to believe it or not. We’re constantly selling. You’re selling your spouse on what you want to eat for dinner or where to go on your next vacation. You’re selling your children on the benefits of brushing their teeth and going to bed on time. Prospecting for new clients and selling are large parts of being a financial advisor. And, you’re constantly selling. You’re selling people on the services you provide and, believe it or not, you’re selling customers on you.
Read More6 Ways Young Financial Advisors Can Gain Credibility with Older Clients
We’ve all been there before: you’re young, maybe you just graduated, maybe this is your first job out of college. In many cases, you’re younger than the clients you’re advising. For many financial advisors just starting out, age is more than just a number, it’s a potential roadblock when it comes to connecting with older clients. When it comes to clients’ assessment of financial advisors, there seems to be an age bias, or at the very least, a perceived notion that young advisors don’t have the skills
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