Kristine McManus, CRPS®, Chief Advisor Growth Officer
Better Your Brand: A New Year’s Resolution
When executed correctly, your brand can help you attract ideal clients to your firm. Find ideas on how you can better your brand and achieve your goals.
How Can Advisors Retain More Clients? The Answer Might Surprise You
Portfolio losses are seldom the real reason clients leave an advisor. Learn the top factors that research says will help advisors retain more clients.
Make It Meaningful: The Dos and Don’ts of Giving Gifts to Clients
This year, we’re making giving gifts to clients a breeze with unique tips and ideas that will get you talked about. Read our guide to get started!
Naming Your Financial Advisory Firm: Is It Time for a “BackRub”?
Naming your financial advisory firm can be a challenge. Whether you’re choosing a name for the first time or looking to rebrand, here's how to get started.
Growing Your Business Through COIs (Beyond CPAs)
Are you interested in forming more strategic alliances? Get the lowdown on options and best practices for growing your business through centers of influence (COIs).