As a mid-career advisor, you’ve put in the hard work to build a good-sized book of business – but that doesn’t mean you’ve left that growth mindset behind. Likely, your focus right now is on growing your business further and creating the best experience possible for your current clients.
Tag: growth
How Can You Maximize Your Firm’s Value Before You Sell?
Early-career advisors tend to focus on growing their book of business, while mid-career advisors often want to scale their firms upward without sacrificing their client experience. But late-career advisors face a whole new set of challenges. Mainly, figuring out what will happen to their firm once they retire.
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Integrating Nitrogen into Your Process Pays Off
Advisor Erik Lillibridge has made Nitrogen a central part of the client experience at his firm. No matter the net worth of the client, every existing and prospective client is assigned a Risk Number®, foundational to their financial advising experience.
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6 Social Media Musts for Financial Advisors
By Grace Bryan
Community Content Manager, Riskalyze
How to use social media to engage prospects and communicate with clients.
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Why Nitrogen is Worth Every Penny
According to Advisor P.J. Herb, Nitrogen was the key to winning a $4.7 million client, paying for itself for years.
The Advisor’s Guide to Using QR Codes for Lead Gen
One of our favorite Super Bowl commercials this year featured a QR code bouncing around the screen for a full minute. No text, no pitch – just a code and some music.
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Moneyballing Wealth Management: Billy Beane’s 7 Tips for Financial Advisors
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The Advisor’s Guide to Getting ‘Google Screened’
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Reinventing Proposal Generation
Product Manager, Nitrogen
The Great Wealth Transfer: Winning the Next Generation
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