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…

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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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Planning Process - SignatureWealth Partners

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…

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Sales and Prospecting, SignatureWealth Partners

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.

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Young Advisor Confidence, SignatureWealth Partners

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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