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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Berthel Fisher Companies Hires Chief Information Officer


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


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


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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