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The Quarterly Marketing Activity Plan: The First Step in Launching a Firmwide...
At Kaleido we often hear from the owners of financial advisor firms that they are solely responsible for rainmaking activities and that they would like other advisors in the firm to be equally...
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The Emergency Marketing Kit: Communicating with Clients in Volatile Times
Managing clients through market volatility is a standard part of an advisory business. At any point in time, it’s not a matter of if the markets will take a downturn; it’s just a matter of when. The...
View ArticleTurboTax and CPAs: Lessons for Planners on Robo-Advisors
Our view: Financial planning will turn out to be the wooden stake in the heart of digital advice platforms. Click here to read the full article
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Client Profiles Worksheet: Answering the Question “Who Do I Serve?”
Many financial advisory firms come to us looking for a specific problem to be solved: marketing, staffing or profitability, just to name a few. Our experience has shown us that usually the problem a...
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How to Define Your Service Model
Many financial advisory firms are facing the same issue: how to develop a profitable service model. What we often see happen is advisors expanding their offerings to meet the needs of new clients,...
View Article8 Benefits of Clear, Consistent Messaging
Advisory firm owners need to have a clear vision for what their firm is to clients, prospects and employees. Click here to read the full article
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How to Create a Client Experience Calendar
You are well on your way to growing your advisory practice. As a business owner, you have established who you are going to service by identifying your client profiles; what their financial needs are by...
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How to Develop a Service Sheet
Once a financial advisory firm has established a unique service model for a clearly defined clientele, the next challenge is to communicate that unique offering to prospective clients. The majority of...
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How to Build a Baseline Organizational Structure and Career Track
Organizing your human capital is one of your biggest challenges when you lead an advisory firm. You have advisors, client service specialists and in some cases investment analysts, but arranging...
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How to Build a Vision Statement That Guides and Inspires
Business owners are notorious for writing long, meandering mission statements, which they often post on their websites for public consumption. But it’s the vision statement—that simple reflection of...
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How to Build a Unique Value Proposition
Who does your financial advisory firm specifically serve? What’s the main value you offer your clients? What separates you from other firms, especially the ones competing for the same clients? How do...
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How to Describe What Makes Your Firm Different
Whenever we speak with advisors, we always ask, “How is your firm different from other independent firms?” Despite the advisors’ insistence that their firms are unique, we tend to hear the same general...
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How to Conduct a 360⁰ Performance Assessment
Performance reviews. Both managers and employees dread them, and many experts say they do little to improve performance. Truth be told, when advisory firm employees do well, they shouldn’t need a...
View ArticleSuccessfully Managing an Advisory Firm’s 6 Growth Barriers
Think you’re unique? Sorry, not so much. All advisory firms face the same growth barriers at the same time. The solutions are the same, too. Click here to read the full article
View ArticleHow to Destroy Trust, the Very Most Important Thing in the Whole Wide World
From correcting grammar to failing to recognize great performance, our actions can damage our relationships with employees. Click here to read the full article
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How to Develop a Growth Game Plan
Growth. When you’re a financial planning or wealth management firm, how do you do it right? From implementing a precise, uniform sales process to creating an annual marketing strategy, you need...
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How to Build a COI Network
In financial planning, client referrals are important, but so are referrals from centers of influence (COIs)—the attorneys, accountants and other professionals who also serve your clients. In fact, a...
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How to Create Baseline Job Descriptions
Managing human capital is complex. If you run a smaller firm, wearing multiple hats is the norm, and you might have one person acting as your Senior Advisor, Associate Advisor, Operations Manager and...
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How to Use an Employee Exit Survey to Improve Your Culture
When an employee decides to leave the fold, questions abound. Was it the money? The workload? Their co-workers or benefits or supervisor? Financial planning is an “employee’s market” at the moment, and...
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How to Create an Employment Code of Conduct
Many technical business books define an Employment Code of Conduct as the “rules” an employee must follow. At Kaleido, we view it not as a rules book, but rather as an expression of core company...
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