Firm Foundations is a video series that provides content to help financial advisors lead, operate and grow the business side of their Wealth Management Firms.

Special thanks to Tim Romero, with Neon World Media, and our co-host, Christianna Burkee.

 

Leadership, Communication & the Ambiguity Tolerance Gap

As the leader of a Wealth Management Firm, recognizing various degrees of tolerances for ambiguity among your team members is ...

Proximity Breeds Numbness: The Untold Story

In our everyday lives, we tend to pay the least attention to the things in closest proximity. This week, we ...

The Benefits of the Whole Person Relationship Approach

Recognizing the various influences and realities in your client's lives, and factoring these into your interactions, is a game-changer with ...

Filtering Prospective Clients for Fit

Pre-defining what types of clients are the best fit for your firm and services, coupled with the courage to professionally ...

Advisor Growth Series Summary & Review

As we wrap up our Advisor Growth Series, we recap the key points in our Business Development Strategy, and how ...

Creating a Prospect Pathway – Part 2

This week, we continue our focus on the three stages of relationships with prospective clients ...

Creating a Prospect Pathway – Part 1

Using our 3-stage approach with a prospective client generates meaningful interaction, and puts your Wealth Management Firm in a good ...

Effective Marketing Activities – Part 2

As we continue our discussion about marketing, we explore best practices for developing an internal marketing plan that fits into ...

Effective Marketing Activities – Part 1

This week, we shift our focus to marketing and discuss how effective marketing activity supports the broader business development strategy ...

Effective Activities to Achieve Growth – Part 3

In the final video of this segment on specific activities that can enhance the growth efforts of your Wealth Management ...