Todd Colbeck

Todd Colbeck

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To start moving ahead, advisors need to follow a seven-step “roadmap to success” that includes branding, process standardization, lead generation and managing staff.
You should not offer over-the-top services to all clients. However, when you decide which clients deserve the exquisite treatment, this is how you earn the right to ask for referrals
Often advisors cross the finish line of their careers only to sell their books of business at half their value. Don't let that happen to you.
Customize your approach to other types of professionals to increase your chances of getting referrals.
The way most bank advisors are asking for referrals from other professionals is fundamentally flawed. With a honed strategy of connecting with 'centers of influence', advisors could experience better results.
Build a sharp online presence and social media strategy to help interact with clients.
People usually don't change after you hire them, so make sure their strengths are a good fit for the job.
Managing staff isn't easy. People don't change and you can't change someone either before or after you've hired them.
Are your bank colleagues not referring business your way? Guess whose fault that is? It's not your boss's job, or anyone else's for that matter, to fix this situation.
Keep new leads coming in by branding yourself as a transition specialist.
Improve your practice by drilling down on your innate skills.
You have a minute to explain to a busy prosepective client why your firm deserves the business.
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Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun
16
Jun 16-17, 2016
Sheraton New York
Jun
22
Jun 22, 2016
Convene, NYC, NY