Posts Tagged“financial advisors”

As a small business owner, working out what to outsource and when can be a tricky business, on the one hand you want to alleviate a responsibility so that you can focus on something else, on the other hand, finances are key and you may not want to pay for something you don’t need. If you wish to succeed however, then your finances is somewhere that you should definitely be seeking to outsource or seek advice, consider this more as an investment in your future than a paid for service. There are certain things that you should look for in…

Want to send your financial advising firm’s revenues into the stratosphere? The best way to do this is to serve wealthy investors exclusively. Adam Rosenfeld Merrill Lynch has experienced great success representing high net-worth clients over the past few years, and you can join him in the winner’s circle by following the advice found in the paragraphs that follow below. 1) Get your pricing right The price of your services is one of the most important marketing signals that will get your financial advising business noticed by rich clients. As shallow as this may seem, they will pass judgment based…