March 12, 2024

Mastering the Art of Delegation In Four Stages

Small business owners often grapple with today’s topic, maybe without recognizing it. You may grasp that delegation is a potent tool, but are you delegating in a manner that grants you freedom, empowers your team, and fosters your business’s growth? Are you bound by the belief that nobody can perform tasks as effectively as you? Is that belief leading you to control all aspects of your company? Join me as I look into mastering the art of delegation and illustrate how successful business owners use it to elevate their companies to unprecedented levels.
February 27, 2024

Entrepreneurship vs Intrapreneurship: Are YOU In the Right Role?

Are business owners failures? I say this a little tongue-in-cheek, but many business owners may have failed to hit their mark. I believe this stems from failing to understand the dynamics of entrepreneurship vs intrapreneurship. You see, whether as independent entrepreneurs forging new paths or intrapreneurs driving change from within established companies, individuals across these spectrums have unique and valuable skill sets that can complement one another If you’re in the right seat. Join me as I seek to answer the question… Should YOU be a business owner?
January 30, 2024

Prioritizing Your Calendar For Your Three Big Rocks

I’ve often said that being a business owner is not for the faint of heart. You’ll undoubtedly encounter setback after setback, and you’ll definitely miss out on some of those special moments in life. As an entrepreneur, you pour all of your time and energy into the business so that you can watch it thrive. But have you done so at the expense of your own well-being? You see your health declining, relationships failing, and your overall well-being dwindling. As a business owner, maybe you’ve optimized your time in the office, but are you prioritizing what’s most important in your life? In this entry, I’m going to look at the importance of prioritizing your calendar to make room for life outside of business.
January 15, 2024

Optimizing Your Marketing Department: KPIs for RIAs to Track

As Registered Investment Adviser (RIA) firm owners, we realize that marketing is essential to success and growth. Yet, it’s often perplexing to us. You see, optimizing your marketing isn’t just about having a marketing strategy; it’s about measuring its performance through Key Performance Indicators (KPIs) to ensure that your efforts are paying off. In this entry, I’m going to explore the significance of marketing for financial advisors and dig into the essential KPIs that can help you refine your strategies, boost your client base, and ultimately, make the eight-figure exit possible.
January 9, 2024

Internal Marketing In Your RIA to Gain Client Stickability

The financial services industry is highly competitive. While winning new clients is a necessity, achieving “customer stickiness” is a paramount goal. This term refers to the tendency of clients to return for repeat business, reflecting their loyalty to your brand and the quality of service you provide. Multiple factors influence stickiness, including product quality, pricing, convenience, and most importantly, the customer experience. In this article, I am looking into the world of internal marketing and its potential to create client stickability by focusing on the customer experience. Let’s explore how this approach can not only help to retain existing clients but also attract new prospects.
January 2, 2024

Niche Marketing: When Is the Right Time For RIA Owners to Explore?

As the owner of Registered Investment Adviser (RIA) practice, recognizing when and how to explore shifting to a niche market share can be a game changer for your firm. But how do you know it’s time to make this strategic shift? It’s not as simple as looking at numbers and data; it’s a feeling, a gut instinct. In this entry, I’m going to delve into the importance of this feeling, how to recognize it, and how strategically growing your client base through niche marketing can lead to the eight-figure exit.
This website uses cookies to improve your experience. By using this website you agree to our Cookie Policy.
Learn more...