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...

Read More

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;...

Read More

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...

Read More

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. 

Read More

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...

Read More

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...

Read More