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    The R Trifecta: Referrals, Retention, and Recurring Revenue

    Every day, we learn more and more about our advisor clients. After analyzing and interpreting client feedback and listening to their needs, we have deduced that advisors want the R Trifecta. We use this term to describe the ability to obtain referrals from their clients and ...

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    Topics: building retention, financial advisor referrals, How-To, how to build a business from referrals, Marketing, Sales Ideas

    Study Shows Social Media Usage Growing Among Financial Professionals

    About a week and a half ago, American Century Investments published a study called Financial Professionals Social Media Adoption. This is the second annual report under the name , which allow us to easily see how the numbers have changed in the last year.

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    Topics: adaptation, american century investments study, financial advisors social media study, financial professionals social media growth, Social Media

    3 Reasons You Should Document Client Meeting Notes

    Ever return to your office at the end of the day, take out your notes from the day’s meetings, and try to document the important details?  How much information do you remember from the first meeting of the day?

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    Topics: General, How-To, mobile assistant, meeting notes