Whether you are a financial advisor trying to engage new clients or a recruiter trying to engage new advisors, storytelling in your initial planning meetings sets the tone for the relationship. But whose story are you telling?
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recruiting
All posts tagged recruiting
Recruiting in a Post-Pandemic Reset
by Tiffany MarkarianThe struggle to find and retain top talent in recruiting is real. Not only do you have to find people with the right skills; you need to find people who want to fill the position in your firm.
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8 Considerations When Hiring a Marketing Director
by Tiffany MarkarianMarketing is a key function in building any successful organization; therefore, it requires assessing and hiring the right marketing director. The challenge when investing in marketing is there is no one magic marketing strategy for success. Rather, it is the continued execution and mix of marketing strategies that will help position your firm as a competitive entity.
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The New Rules for Approaching Financial Advisors
by Tiffany MarkarianThere are a new set of rules for approaching financial advisors and professionals, especially in this COVID environment. Clients are demanding more value and a better experience from their advisor. Fee compression is affecting thousands of advisors and advisory firms. Some financial advisors no longer have individual products or insurance lines as a core expertise in their practice. For instance, some advisors have insurance as an ancillary focus, if they have it at all. Some have chosen to focus on other lines or revenue. Broker/dealers and Brokerage General Agencies (BGAs) stand ready, as they always have, to solve these needs and serve as an objective, consultative resource. The advisory landscape has been evolving for decades, and broker/dealers and BGAs have to evolve their marketing and consulting offerings in turn.
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