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The Missing Component in Your Strategic Plan

by Tiffany Markarian

It’s that glorious event. A time when your team comes together to discuss your firm’s strategies for the coming year – the annual strategic plan. Opportunities and challenges are discussed. The virtual whiteboard and yellow pads are a bounty of ideas. It’s a celebration of motivation.

And then you look up…and it’s June.

For some firms, that beautiful strategic plan you created has not been looked at for months. We go to the common drive to print it off and say, “How are we doing?” The problem is there may be a missing component in your strategic plan.

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Tiffany MarkarianThe Missing Component in Your Strategic Plan

Growth vs. Culture: Which Side Will Win?

by Tiffany Markarian

In the ongoing battle of growth vs. culture which side will win? First, let’s look at the problem. Many companies are watching their bottom line and seeing a pattern. Some are in growth mode; others are seeing stagnant productivity, revenues or clients. Whatever stage you are in, one circumstance facing everyone is the continual changes to client buying patterns and perceptions. Figuring your way through these challenges will determine which side wins in the growth vs. culture battle.

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Tiffany MarkarianGrowth vs. Culture: Which Side Will Win?

10 Ways to Never Run Out of Social Media Content

by Tiffany Markarian

Social media content and marketing is key. The challenge is finding time and good ideas for compliance-approved material. Below are 10 easy ways to keep your social media content pipeline full. These 10 featured strategies will help you avoid going weeks or months at a time without posting any updates.

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Tiffany Markarian10 Ways to Never Run Out of Social Media Content

The Do’s and Don’ts of Strategic Alliances

by Tiffany Markarian

Strategic alliances can give you the opportunity to expand into new markets, access resources, or share referrals to clients. A well-structured alliance may help you grow faster by leveraging each other’s capabilities. Without proper due diligence; however, a strategic alliance could have the opposite effect. It is critical to consider the do’s and don’ts of strategic alliances prior to engaging in any relationship.

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Tiffany MarkarianThe Do’s and Don’ts of Strategic Alliances

What Ensemble Practices Can Learn from Classic Rockers

by Tiffany Markarian

Reprinted with permission from the April 2, 2019 issue of ThinkAdvisor. © 2019 ALM Media Properties, LLC. Further duplication without permission is prohibited. All rights reserved.

Let’s talk about the power of multi-advisor practices in the wealth management industry — also referred to as “ensemble practices,” based on the work of Philip Palaveev. You can chart the course and issues many practices encounter to a lesson learned from the legendary classic rock bands and artists of our time.

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Tiffany MarkarianWhat Ensemble Practices Can Learn from Classic Rockers

How to Write a Must-Read Professional Bio

by Tiffany Markarian

There are many personal branding tools you will use throughout your career and your professional bio is one of the most important. Your professional bio delivers a relevant story about you and how your experience benefits prospective clients. While a resume can be dry and straightforward, a professional bio ties your achievements to the outcomes you bring clients. The art of writing a must-read professional bio is simple, make it meaningful to the clients you want to serve.

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Tiffany MarkarianHow to Write a Must-Read Professional Bio

Planning for Sustainable Growth

by Tiffany Markarian

Planning for sustainable growth is a balancing act, whether you are in your early years or expanding the business. Your growth may not always follow a certain pattern, which means you may have periodic years of growth. It also means you may have years of stagnancy if you do not systematically prepare for the twists and turns that affect sustainable growth.

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Tiffany MarkarianPlanning for Sustainable Growth

7 Webinar Marketing Mistakes to Avoid

by Tiffany Markarian

For many professionals, particularly solo or smaller firms, webinar marketing can seem exciting and overwhelming. If you are the one organizing the event, promoting the event, and garnering registrations that can be a challenge. Many larger firms succeed with webinar marketing because they have a sizable operation for marketing and outreach.

When building a game plan for webinar marketing, there are 7 key mistakes you should avoid.

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Tiffany Markarian7 Webinar Marketing Mistakes to Avoid