Practice Management Tips & Strategies

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Of The Advisor's Advisor
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The 20-20-60 Rule

In this episode we walk you through the magic ratio for successful referrals and help you unlock  opportunities.

Why You Shouldn't Work On Vacation

All work and no play makes John/Jane a dull boy/girl, but vacation time can be important as you grow your business.

The Pivot Question

How do you as a financial advisor move someone from a prospect to your client roster? Having the right “Pivot Question” can help. In this episode of The Advisor’s Advisor, Barron’s Top Advisor Jeff Crosby shares with you 2 of his most successful (and simple) pivot questions, helping you get set for success.

The Elevator Pitch

How do you as a financial advisor tell someone what you do in a way that sticks? Having the right “Elevator Speech” can help. In this episode of The Advisor’s Advisor, Barron’s Top Advisor Jeff Crosby shares with you his most successful (and simple) techniques, helping you get set for success.

Kids, Parents, And Money

“Putting Bottoms In Seats” is a familiar theme for financial advisors. Growing a business via seminars has long been a failsafe method. Covid changed many things, but seminars should still be an important marketing tool in your repertoire. In this episode of The Advisor’s Advisor, Barron’s Top Advisor Jeff Crosby shares with you his insights into seminar marketing and one topic in particular that generates multi-generational interest.

Download Our 2020 Advisor Transition Report

Curious to know how your experiences moving to a new broker-dealer compared with your peers?
Our 2020 report is available for free download right now.

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