Turning your business into a legacy


Advisers need to be thinking about succession planning and continuity planning before it is too late. Thomas J. Berthel of Berthel Fisher recently met up with Investment News to offer some tips and strategies to help get your succession plan on...

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Thomas J. Berthel at FSI OneVoice

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The Office of a Financial Advisor: What Does Your Client See?


As a seasoned financial advisor, you know that making a lasting impression is important. Make sure your office environment is doing its part. Don’t underestimate the power your corporate atmosphere has to influence how your clients, or potential...

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10 Steps to Take to be Seen as a Thought Leader


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


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


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


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


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


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


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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