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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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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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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