10 Steps to Take to be Seen as a Thought Leader

08.17.2018

With the prevalence of online platforms, you have many opportunities today to establish yourself as a thought leader in financial services. But how do you become a person who is recognized and respected for driving innovation within the industry?...

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Why and How to Segment Your Client Base

08.08.2018

Segmenting clients is, in theory, a fairly straight-forward strategy. In most financial advisory firms, clients are defined according to their revenue. For example, clients with revenues exceeding one million may be classified as top-tier;...

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10 Tips to Grow Your Business with a Strong (and Compliant) Social Media Presence

08.01.2018

More and more, financial advisors are using social media to build their business. In fact, one survey of more than 1,000 financial advisors showed 85% are using social media for business with Facebook being their preferred platform.

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Berthel Fisher Welcomes New Chief Compliance and Risk Officer

05.14.2018

Cedar Rapids, Iowa – May 14, 2018 – Berthel Fisher Companies (“BFC”) is pleased to announce the addition of Erin Burke as Chief Compliance Officer and Chief Risk Officer.  Erin brings over 15 years of experience in the financial services industry...

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Tips for Hiring the Right Support Staff for Your Financial Advisor Practice

02.15.2018

Behind every successful financial advisor—and any profitable firm—is an efficient and dynamic support staff. Whether you are hiring administrative support or marketing/sales staff, it is important to your business, and to your clients, to hire...

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How to Build Authentic Relationships with HNW Clients

12.19.2017

If you are looking to attract—and retain—more high net worth clients, you can learn a lot by looking at why clients fire their financial advisors. 

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Robo-Advisors Can’t Deliver the Total Client Experience

10.19.2017

Will robo-advisors replace traditional financial advisors? Probably not. Is it because they are flawed? Not necessarily. Digital advice platforms have their place and complete certain tasks well, but they aren’t even close to replacing the...

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Berthel Fisher Companies Hires Chief Information Officer

09.29.2017

Cedar Rapids, Iowa – September 28, 2017 – Berthel Fisher Companies (“BFC”) is pleased to announce the addition of Steve Hannah as Chief Information Officer (“CIO”) for Berthel Fisher & Company.  Steve will also serve as President and CIO of...

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FSI OneVoice Panel

02.09.2017

Berthel Fisher Companies Senior Vice President Andy Christofferson was recently featured on a professional panel at the Financial Services Institute (FSI) 2017 ONEVoice national conference. Mr. Christofferson joined forces with other industry...

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Financial advisor, radio show host and author Bob Hardcastle joins Berthel Fisher Companies

12.15.2016

Cedar Rapids, Iowa – December 15, 2016 – Respected financial advisor Bob Hardcastle, formerly with Summit Brokerage Services, Inc., has joined Berthel Fisher & Company Financial Services, Inc. and BFC Planning, Inc. (Berthel Fisher).  Bob is...

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