6 Good Business Ideas I Learned from “The Founder”

SSN Marketing Practice Development

6 Good Business Ideas I Learned from “The Founder” By Corey Keltner, Practice Development Specialist I went to the movies for the first time in a long while this weekend. The Founder is about the rise of McDonald’s and the relationship between Ray Kroc and the McDonald brothers. If you are willing to suspend your personal judgment of Kroc and his …

Focus on Client Retention

SSN Marketing Practice Development

Focus on Client Retention By Corey Keltner, Practice Development Specialist According to HBR, it costs 5 to 25 times more to find a new client than retain existing ones. Our business is especially important because most of your new clients will likely come from referrals. So this means that you must keep clients happy to retain them and to gain new …

Feeling Distracted? Consider these 6 Tactics

SSN Marketing Practice Development

Feeling Distracted? Consider these 6 Tactics By Corey Keltner, Practice Development Specialist Do you need to become more efficient with your time? We live in a very distracted world where things are buzzing and shiny all of the time telling us to do stuff. There are client meetings, marketing activities and follow ups that we must accomplish. We have new emails, …

11 Ways to Help Clients with Better Behavior

SSN Marketing Practice Development

11 Ways to Help Clients with Better Behavior By Corey Keltner, Practice Development Specialist Much has been written about the behavior gap and investment returns. While proper asset allocation, diversification and rebalancing are important, they are also relatively easy fixes to a portfolio. In this section, I want to talk about the planning gap. This is where irrational decisions can take …

8 Ways to Increase the Value of Your Practice

SSN Marketing Practice Development

8 Ways to Increase the Value of Your Practice By Corey Keltner, Practice Development Specialist You have a great opportunity to prepare to get the most out of your practice five to ten years prior to retiring. Just like you prepare clients in pre-retirement. Below are 8 metrics that advisors want to see when buying practices. 75% of clients under age …

10 Useful Services that You May Not Know SSN Offers

SSN Marketing Practice Development

10 Useful Services that You May Not Know SSN Offers By Corey Keltner, Practice Development Specialist You get lots of emails every day. Sometimes you have a busy week and do not see that important message that could really help your practice. Therefore, we have summarized a list of tools and services SSN offers that you may consider using. UPS Overnights …