Financial Advisor Marketing Podcast with hosts Stephen Oliver and Jeff Smith - Practice Management Basics.

Registration Options When it comes to event registration, most people default to online registration. Let’s say you have a registration Read more...

The Goal is to Set the Appointment It’s always a mistake to wait to set the appointment, or to only Read more...

Becoming self-employed is the dream of a lot of people and a fantasy to even more. Dozens of these dreamers Read more...

Is Your Biggest Challenge Your Attitude and Energy? As I've reiterated before in my book "Mile High Maverick" (you can Read more...

  I've discussed the WSJ article about Merrill's new training program and their move away from "cold calling." It's interesting. Read more...

  With all the technology options, will my practice still need staff? How do we balance people and technology? I Read more...

We just returned from an academy event in beautiful San Antonio, Texas. Currently I’m prepping for a long weekend of Read more...

  Get Off Your Ass! In a special report, I outlined the 10 Things You Must Do To Thrive this Read more...

Another big problem I’ve seen financial advisors make relates to employing staff members. I’ve been banging this drum for as Read more...

If your business growth has plateaued, you may be wondering what you’re doing wrong. You may think that it's because Read more...

Money makes the world go-'round, but it also causes big problems. To be more clear, money itself doesn't cause problems. Read more...

Are you worried about client retention? If so, I’ll give you an easy and short answer. Do you want to Read more...

Over 90% of clients think that companies could "do better" when it comes to the onboarding process. This stat from Read more...

Understanding human thought and behavior is a major part of being a successful financial advisor. Psychology is part of every Read more...