The holidays are quickly approaching, and for many, this means finalizing travel plans. Whether you are visiting family in another state or planning a nice getaway, NEXT Financial Group, Inc. (“NEXT”) has put together a list of tips that may save you money, time and the stress that often comes when planning a trip. Booking […]
Prestige Aquisitions With current industry changes and trends heavily influencing financial practices across the country, now is more crucial than ever for advisors to leave their legacy protected. Succession Planning Currently, the average age of industry professionals is an all-time high, meaning the time for succession planning is now. Whether advisors are looking to leave […]
Step away from screens and breathe some fresh summer air so come Monday morning, you will be ready to take on another week with energy and optimism. Whatever your idea of relaxation may be, see ways to balance work with your ideal leisure activities.
Accomplishing goals requires determination, persistency and time to evaluate progress as well as modify strategies that have been set in place. One goal that many advisors have year-after-year, is to strengthen relationships among customers. To avoid continuing having this goal sent to the backburner, feel free to take advantage of the check list in this article.
Graduating college can be a stressful time filled with anxiety of beginning a new career and finding a place to live. Your clients look to you for financial advice in all aspects of their lives—including their children. Take a look at these money saving tips you can share with your recent college graduate clients.
Cultivating a good customer service strategy takes work and dedication. Before you give any of your clients away to competitors due to sub-par client service, consider the following strategies to ramp up your strategy.
While it can often be difficult to keep track of several resolutions at once, there are ways to help ensure your financial goals are staying top of mind. Read on to find out how you can help usher along your resolutions so they last well into the rest of the year.
There are plenty of apps available for download that can help keep your firm on track even when you are outside of the building, thus allowing more time to be out and about making or solidifying your client contacts for business growth. Here are 7 apps to help you become a cellular coordinated advisors for 2016.