Trust but Verify

SSN Marketing Tax Tips

Trust but Verify By Corey Keltner, Practice Development Specialist Here’s a news flash. Workers at the Social Security Administration sometimes make mistakes. It turns out that Social Security is actually pretty complex and even they have a hard time understanding all of the rules. Today I want to discuss a client situation that occurred recently with an SSN advisor. The …

Six Critical Broker-Dealer Questions for Transitioning Advisors

SSN Marketing Business Development

Six Critical Broker-Dealer Questions for Transitioning Advisors By Simon Hoyle, Director of Business Development Broker dealer ownership, size, compliance, and technology impact our practices like never before.  Industry shifts have placed high advisor priority on stability.  Focus on these make or break components to secure the optimal experience for you and your clients. Who owns the broker dealer? This may …

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 …