Response to Marty Bicknell 22 Billion and Counting

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Podcast: Play in new window | Download

Subscribe: Email | RSS

I read a fabulous article by Steve Garmhausen of Barron’s Advisor. It has some valuable takeaways for financial advisors who are looking to make an acquisition, be acquired, or grow their businesses with scale.

Here is a link to the article so you can follow along as I discuss these points.

Please subscribe!

Sara’s membership

Sara’s Youtube channel

Sources

Garmhausen, Stephen. 29 February, 2020. Barron’s. Marty Bicknell: $22 Billion and Counting. Retrieved from https://www.barrons.com/articles/marty-bicknell-22-billion-and-counting-51582898180

Any questions? Send 'em in!

RELATED POSTS
Practice Management

Is it Okay for Financial Advisors to Swear in Front of Clients?

Swearing is a big no-no for advisors to do in front of clients, but if done correctly (and that’s a big “if”), swearing can set you apart from other brands that may not have the courage to be so raw. Just as the famous financial disclaimer goes: higher risk, higher potential reward.

Read More »
June 8, 2018
Practice Management

Is it Okay for Financial Advisors to Cry in Front of Clients?

I’ve talked before about how instead of being shrouded and veiled, advisors should come across in a more human and relatable way with clients and prospects. But how raw can get you before you step over the line –is it okay to cry in front of clients? Sometimes the authenticity can say more about your authenticity than any marketing pitch.

Read More »
June 8, 2018
Uncategorized

7 Signs Your Financial Planning Website Is Outdated – Guest Post

We get asked the question a lot – “Does my website need to be updated?” If you haven’t touched your website in a year or more then it’s likely likely your technology is lagging. But more importantly, you may be losing customers. Still unsure if your website is past it’s prime? Our team has put together a list of the top seven signs your website may be in need of a redesign.

Read More »
May 11, 2018

Are you sick of the BS yet?

Sign Up For My Daily Newsletter: One Actionable Marketing Tip A Day Emailed To You

Contact Me

Linkedin Twitter Youtube
Become A Member

Privacy and Terms | View Products | View Cart