Working ON Your Firm, NOT in

Every Wealth Management Firm is comprised of two primary components. Component A (represented by the front wheel) is your role as an advisor, serving clients, investing, etc. Component B is the running of the firm (represented by the back wheel). This includes things like, strategy, developing your team, casting vision, etc. When both wheels are in sync, there is a …

Courageous, Authentic Leaders

As a leader, are you open to hearing what you need to hear, or are you only interested in listening to what you want to hear? Here are a few thoughts about the mindset of a strong, courageous, healthy leader. If you would like to receive fresh Firm Foundations content weekly, simply contact us at info@blainw1.sg-host.com Firm Foundations is a …

Building Quality Centers of Influence Relationships for Financial Advisors

Building a strong Center of Influence (COI) relationship network is a key aspect of giving and receiving client referrals and building your personal and corporate brand. In this video, you’ll learn about building and nurturing your COI connections. Firm Foundations is a video series, that provides content that helps financial advisors lead, operate and grow the business side of their …

Dan Frost to join Provincial Development Group as a Client Advisor Associate

  FOR IMMEDIATE RELEASE 10/15/2019 Nashville, TN – Professional services firm, Provincial Development Group, announced the addition of Dan Frost as a Client Advisor Associate, helping Wealth Management Firms create sustainable growth and operate as stronger, more vibrant businesses. Having worked within a broad spectrum of industries, including the financial sector, Dan’s diverse professional history will benefit our firm and …