Defining your value proposition doesn’t have to be a complicated process. Advisors often make the mistake of viewing the value proposition as a sales pitch or elevator speech. It’s not. Your objective is to communicate your value to prospective clients. This is your opportunity to promote your unique offering to…
Reading, PA – June 29, 2020 – InvestmentNews named Courtnie Nein as one of its 2020 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, Nein was chosen from more than 1,000 nominations. “I am very honored to be one of the…
In today’s digital world, the best place to find new prospects is online. From web design and SEO to content marketing, email newsletters, social media, and more, it’s essential to have a comprehensive digital marketing strategy in place. To help you draw in more leads, here are some top digital…
READING, PA — June 18, 2020 — Aelish Brooks, Chief Financial Officer and Director of Human Resources for Good Life Companies, was named one of Philadelphia Business Journal 2020 CFO of the Year Award winners on June 11, 2020. The prestigious CFO of the Year Awards are presented annually to…
Gender inequality, unfortunately, is still alive and well in financial services. Women account for two thirds of support positions at advisory firms in the United States but still only 15 percent of executive positions. Factor in that only one third of all financial advisors are women, and our industry is…
When considering any career path, it’s important to properly manage expectations. As a financial advisor, your job is to help people become financially independent and retire comfortably. It’s a noble profession, but it can be challenging. Even so, there are many benefits to be had from this rewarding career. If…
The first step in opening a new business is to set “the number.” We’re talking about the amount of money you need to survive each month. How much does it take to pay the bills, including your salary? What’s your number? In this post, we’ll help you understand some of…
READING, PA — June 12, 2020 — Good Life announces a new partnership with Erik Steudle, CRPC®, APMA®, a Virginia-based financial advisor with eleven years of experience in financial services. Erik is joining Joshua Strange, CFP® as Senior Partner of Good Life Financial Advisors of NOVA. “Erik Steudle’s core values,…
Freedom comes with a price tag. As an independent advisor, you don’t have the marketing power of a broker dealer behind you. Referrals for newbies are scarce. Breakaways are contractually limited. Competition is fierce. Finding new clients is your top priority, but how do you go about doing it? Let’s…
MONDAY, JUNE 1 2020 – WRITTEN BY ANDREW KULP, READING EAGLE You may have heard a downturn in the stock market is the worst time to dump investments or take a portfolio conservative. But without an experienced financial adviser managing your funds, who’s going to be there to talk you…
