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Be Seen as an Accomplished Advisor by Writing

Advisors Who Write More, have a higher probability of gaining access to the Wealthy. Because they are seen as thought leaders, considered authentic and perceived as accomplished professionals. The edge in writing is not necessary in the amount of written work, but the observed quality and usefulness of each piece.   Where to Write, LinkedIn […]

Master the HNW Close Every Time!

To be a successful Wealth Advisor, 80% of your fortune will come from your ability to market yourself and close lucrative High Net Worth (HNW) clients. In the long run, a thriving Wealth Advisory Practice can be built with as little as twenty-five High Net Worth families. But the real secret is having an incredibly […]

Niche Marketing, Your Ticket to Success

Niche Marketing Your Ticket to Success The term niche marketing gets thrown around a lot and probably for good reasons. Many Advisors have had tremendous success with this approach and it is still considered one of the most effective marketing tactics to building a successful Wealth Advisory practice. But to gain traction with niche marketing, you […]

Sell at the Top?

When one of the best know Wealth Management firms in Canada sells itself to a Bank at the height of the cycle, it may be a signal of things to come. Stephen Jarislowsky (JF) is regarded as one of the most storied Canadian investors in recent time. His firm has been a top notch brand […]

What’s Being Said about ETF + Risk on Feb 5, 2018

Wall Street sell-off stings low-volatility ETFs – FianancialTimes Short-volatility ETF plunges over 60% in after-hours trade – MarketWatch Wall St’s VelocityShares ETF crashes 80 per cent as volatility strikes back – Financial Review Dow Plunges 1,175 Points with Orderly ETF Trading –

20 Tips to Strengthen your Wealth Practice Today

    Understand every motivation that drive your clients decisions Use lay concepts that your clients/prospects can relate to when talking to them so them can tell others. Contact every client once a month, trust me it may seems like a lot but, someone else will if you don’t Offer big value to your clients […]

Ambition is Not Enough!

Ambition is Not Enough! The Wealth Advisory business offers huge upside for those who win at it, but it takes hard work and real commitment. This business has never been easy, but the payoffs can be substantial. Being negative about changes in your business or the industry is not helpful to our mission as a […]

What’s Being Said About ETF + Risk!

Some articles featuring various views of ETF + Risk in the world today   Hottest U.S. ETF of the year risks closure as custodian balks at pot – The Globe and Mail Risk Looms Large In Most Popular Bond Index – Vanguard warns of strengthening ‘predators’ in ETF market – Financial Times Bond ETFs […]

Here’s a Look at What Top Advisors are Reading Right Now!

Crushing It!: How Great Entrepreneurs Build Their Business and Influence-and How You Can, Too Hardcover – January 30, 2018 – This book is get some incredible reviews, and its entertaining and people generally love Gary Vee’s no nonsense approach.   2.  Principles: Life and Work – Ray Dalio chronicles his great ideas and critical moments […]