Where clients actually come from, what your firm is worth, when to raise fees, and how to be findable by the people you want.
Practice growth
Three decisions get made at once, and firms that treat them as one postpone all three.
Marketing
It reduces the number of people you compete with for each prospect.
Marketing
Most advisors get nothing from it. Usually the approach, not the channel.
Practice growth
Two clients with identical assets can differ five-fold in cost to serve.
Growth
A multiple is an output. What a buyer prices is decided years earlier.
Practice growth
A schedule unchanged for a decade is a real-terms cut delivered annually.
Practice growth
Everyone says referrals, then cannot name the source of their last ten.
Practice growth
What changes hands is a set of relationships that can decline to come with you.
Practice growth
Most principals hire an advisor because that is what they are. It is usually wrong.
Marketing
If a stranger cannot tell it is for them, nothing further down matters.
Marketing
Either dead or the only thing that works. Both camps are right about different events.
Marketing
The advisors who get quoted are not better connected. They are easier to quote.
Marketing
Paid search works in narrow circumstances and wastes money in most.
Marketing
Most advisors produce four videos and stop. The format was the problem.
Questions? Ask them directly — that is what the twenty minutes is for.