Recently I had the chance to join a very good friend, mentor and colleague of mine, Duncan MacPherson of Pareto Systems, on his podcast “Always On”.
I joined Duncan to discuss the state of our industry as it continues to change and evolve with increasingly new technology and virtual based offerings. While technology in our business is an amazing thing, it can underscore opportunity gaps when it comes to perfecting and elevating the client experience while ultimately increasing the enterprise value of a firm… These things are the very foundations of the work we do with our advisors at USA Financial.
Key topics discussed:
If you find the information interesting and want to discuss further, contact me here.
Steve Phillips is the Chief Practice Management and Development Officer, joining USA Financial in 2019. He leads the coaching and...
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Are you tired of working in your business rather than on your business? If you feel like you’re stuck as an income producer, instead of a business owner with aspirations to grow your practice, this article is for you.
I’d like to share a story and a lesson that was the result of a recent conversation with an advisor who had just joined our firm. Our conversations about transitioning to USA Financial started about 5 months prior to his official decision to make the move. To say that he did his due diligence on us is an understatement
Meeting with a financial advisor for the first time can feel overwhelming for a prospective client. As a financial advisor, you need to be aware of several common mistakes advisors make during the all-important first appointment, as well as easy-to-implement solutions if you find yourself guilty of any of these mistakes.