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

09.10.2018

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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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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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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