When transitioning the primary relationship from one advisor to another, whether due to retirement or rightsizing, it’s important to transfer as much information as possible from the current advisor to the new advisor – especially small pieces of information that can help the new advisor build rapport. This kind of information typically isn’t financial in…

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company culture - SignatureWealth Partners

For most companies, success is measured by their bottom line. Many corporations focus on profit and loss statements as a way to gauge how well they’re doing, but the fact is that kind of approach misses a lot of what makes a company successful. At Signature Wealth, we believe the reason we do so well…

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Team, Meeting, Employee Engagement, Company Culture, Skills, Talents

Why do some teams excel and others implode before they start? Some maintain an atmosphere where creativity and productivity thrive. Others prove toxic to the company and those on the team. How would you rate your team? Do you find yourself wishing the numbers added up to greater happiness and productivity? We offer a modern…

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Streamline Backoffice - SignatureWealth Partners

As a Financial Advisor, your time is valuable, but whether you’re at a wirehouse, a regional firm or have an independent practice, you’re being asked to do more every year. With the continuing uncertainty of the DOL rule, compliance has to be a constant focus. I hear from many advisors that their firm is continuing…

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Client Relationships - SignatureWealth Partners

Being a financial advisor means that you have to develop an authentic relationship with your financial clients. Unlike other services where your interactions could be limited to one or two meetings, you will have to establish an ongoing rapport with your clients to ensure they are getting everything they need. But are you doing enough…

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Marketing Strategy - SignatureWealth Partners

The Ultimate Guide To Building a Human Marketing Strategy That Will Propel and Sustain Your Financial Advisor Practice Advisors often ask “How do I get more leads?!”, when they should be asking “How do I connect with aligned prospects who will become ideal clients and over time become my best referral assets?” Financial Advisor Marketing…

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LinkedIn Financial Advisors - SignatureWealth Partners

Follow along as one of our Greenville Financial Advisors explores the potential of this professional networking platform. My Limited LinkedIn Experience I have always heard that prospecting on LinkedIn for advisors is easier than cold calling because it allows you (as the advisor) the benefit of qualifying someone before reaching out to them and it…

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Communicating a Succession Plan - SignatureWealth Partners

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…

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Growing Advisory Practice, SignatureWealth Partners

Starting and running a financial advisory business can be hard. If you’re like me, it can seem like you spend much more time focusing your attention on the planning and management of your business than you do developing and implementing financial plans for your clients. Is that the reason you became an advisor in the first place? I doubt it. Now, more than ever, we’re forced to wear multiple hats. If some of the daily task of running your business isn’t something you enjoy, rest assured, you’re not alone.

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Productivity, Organization, SignatureWealth Partners

We only have so many hours in a day to be able to work and spend time with our clients. It’s a very finite measure. Most financial advisors don’t understand the value of their time and they’re busy with activities that may seem productive, but in actuality, provide little in the way of results.You have to know how much your time is worth. And, then you have to be ruthless in cutting out activities that don’t directly lead to revenue commiserate with the value of your time.

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