I work with many financial advisors on their marketing. As we start planning for 2019, we try to uncover what they have done well. Simply put, what works. We also look for potential opportunities to expand their business. One of my clients has been in business for years, recognized as…
Continue Reading....Author: Tripp Braden
How do you keep creating value with your long-term client?
Successful financial advisors focus on understanding what their clients value in their relationship. What would your best long-term client think you do better than others with your expertise? Have you ever considered what makes you stand out with your best clients? I bet it’s not what you think.
Continue Reading....Are Advisory Services in the Future for Accounting Firms?
What is the future of accounting? How will accounting practices keep their seat at the table in times of digital disruption? Should you consider adding advisory services to help take your client relationship to the next level? Can advisory services help ensure long term profitable growth for both you and…
Continue Reading....How Do You Become a More Trusted Advisor?
How do you become a more trusted advisor? With so much changing in business today what does it take for you to become the most trusted advisor? My clients have many advisors. I believe many will be adding more as new advisory practices begin to show up in their accounting,…
Continue Reading....What will it take to attract, develop, and retain your next top advisor?
What does it take to stand out from your peers? How do your clients decide who to work with for their financial advisory services? Are you preparing your team to create stronger relationships with your clients and partners? How will you develop your next great advisor?
Continue Reading....Should Successful SME CEOs be Performance Coaches?
Are your managers performance coaches of future growth and opportunities or micro managers and stewards of the never changing past? How are you developing the next generation of leadership? Are they ready to lead a multi-generational global workforce? How would you evaluate your leadership team in these critical capabilities today?
Continue Reading....Are We Going Back to the Future in Financial Services?
How are financial services changing? How do you prepare your organization for the changes in your markets? What can you do to help your financial services and advisory business thrive as the next generation of digital native customers begins to create relationships with their financial services professionals?
Continue Reading....How can serving entrepreneurs build a better business today?
Who do you serve with your business? Serving entrepreneurs have a different view of the world. They tend to see a better world then create businesses that help them bring their dreams into reality. Does your business serve a greater good?
Continue Reading....How Did Ben Franklin Become Our First Global Entrepreneur?
Happy Independence Day! When you think of Ben Franklin, what do you think of; scientist, businessman, writer, or diplomat? When I think of Ben Franklin, I think of our nation’s first global entrepreneur. In an age when men and women knew less than 600 people in their lives, Ben Franklin may…
Continue Reading....Can technology help SME leaders grow a more profitable business today?
Yesterday I told you about how you next generation of leaders expect to leverage technology to help you grow your business. You can read the blog here at Can Technology Help You Grow Your SME Business? Your younger and young at heart digital natives expect technology to help them grow…
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