ICG News | Blog
Standing Out in the Do-It-Yourself World of Investing
Today, many investors are making financial decisions based on their own research. With electronic trading and volumes of easily accessible information on the Internet, more people are venturing out on their own. As a result, financial planners and brokers are even more challenged to attract and retain clients. The key to competing in this age of do-it-yourself […]
Read MoreBuilding Your Business
Is your practice performing at its full potential or is it time for a tune-up? If your everyday operations are not working as well as they used to, take just 15 minutes right now with a blank piece of paper and start to redefine the direction of your practice. Step Outside the Box The first step to […]
Read MoreFocusing on Relationships Rather than Returns
Many financial planners and stockbrokers get caught up in trying to beat the indexes and put all their energy into product performance. However, this energy may be misguided since, out of the best money managers, only 7% actually succeed in meeting the indexes (Source: Ticker, May 1998). Also, keep in mind that these money managers […]
Read MoreHow to Enhance Your Business through Referrals
Prospecting to find qualified leads is one of the most time-consuming and difficult challenges facing financial professionals today. Yet, finding new clients is the cornerstone of building a thriving and successful business. Finding enough qualified leads that eventually develop into clients ultimately helps you achieve your own career and financial goals. The key is having your current clients […]
Read MoreIdeas to Energize Your Business
Here are some ideas to consider as you rewrite your business plan, set new goals, and design your marketing strategy: Make arousing interest and attracting attention to yourself and your business part of your daily routine. Start collecting testimonial letters from your best clients. You can insert them in brochures that are mailed out to potential clients […]
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