7 Key Factors To Build A Winning Financial Advisor Team

This past month, our content director Kristina chatted with Andrew Hodge, Team Coordinator for Custom Wealth Management in Syracuse, NY. The topics ranged a bit, but more focus came in when discussing the importance of a well-oiled, fully-meshed financial advisor team.Check out the interview below for what Andy believes to be the 7 Key Factors To Build a Winning Financial …

Objection Handling – What Financial Advisors MUST Do

[Want our tried-and-true Telephone Approach & Objections Handling Guide for FREE? Click here…] “I already have an advisor”. There’s that all-too-familiar feeling again. That slight punch in the gut mixed with the unintentional face tension. It’s probably not the first nor the last time you will ever hear an objection like this. Objection handling, just like number crunching, is a …

Transition To A Fee-Based Or Fee-Only Practice

It’s often a big decision and not always an easy one when an advisor decides to transition to a fee-based or fee-only practice. We wanted to share a few articles, ideas and our thoughts about making the transition to fees. It’s our opinion that a fee-based model works best. We believe advisors should charge fees for creating a plan, for …

Fostering Happiness

Earlier this week, I met with a client that has done a phenomenal job of living below their means. They spend less than half of what they earn on lifestyle, the rest is saved. Now in their early fifties they could retire at any time and live comfortably the rest of their lives. They live in a very ordinary suburban …

How To Attract Prospects With Your Blog

Prospects, Prospects… You have an awesome website to attract prospects and build client relationships. You’ve developed an incredible anti-marketing system that works. Now, you want a blog to really fine-tune the educational aspect of your business. Getting a blog started is no short task. It is an entire website of it’s own (even if it is nestled in your domain – …

The Three Types of Financial Advisors

So many articles talk about the “different kind of financial advisors” and they generally focus on fee-structure. That’s all fine and dandy … but our passion within the CWA Network is that we’re focused on helping you create a great client experience. Fee type is really only a small part of it. Right now, helping you create a great client …