by David Roberson | Advisor Marketing, Breakaway Advisors, Independent Advisors
In an ocean of some 400,000 financial advisors, what makes you so unique, so compelling and so different from the rest of the field? In a word: BRAND. Branding is about differentiation. As an advisor, your brand tells your prospects and clients the ‘what’ and ‘how’...
by David Roberson | Financial Industry, Independent Advisors
I just fired my homeowner’s insurance agent today. No joke; that’s exactly what I did, hence the topic for this article. After 4 attempts at reaching her over the last 7 business days, 3 of which were direct conversations with her assistants, I was...
by David Roberson | Independent Advisors
I originally had planned on continuing the discussion from last week’s article on lead generation and sustaining an advisory business for the long haul but two events occurred in the last week that has me changing course on this week’s subject matter. My aunt, 85...
by David Roberson | Advisor Marketing, Independent Advisors
There are things about independent advisors that I truly admire. Their sense of entrepreneurship, dedication to their clients, and understanding the meaning and implications of being a fiduciary just to name a few are second to none. And as business models in the...
by David Roberson | Breakaway Advisors, Independent Advisors
As I wrote in my previous article, Chapter One, “We Were Stockbrokers”, the financial services industry has, is and will always be one of rapid change. Technology, the geopolitical landscape, regulation, deregulation and the economy, to name a few factors, will...
by David Roberson | Financial Industry, Independent Advisors
Year: 1986. Place: NYC with a great wire-house, I took the Series 7 and 63 and “poof”, I’m a stock broker. This was before Al Gore invented the internet (actually the protocols for data transfer were invented in 1980 by two computer scientists, Vinton Cert and Bob...
