The Grail with Keith Gregg (1/27/21)
Independence means freedom from outside control. However, it's not without outside influences or competitive forces. Today, there are well over 300,000 independent financial advisors and RAs. In fact, there are more independent business owners in financial services than there are employee advisors.
The Grail with Keith Gregg (1/20/21)
Today we are focusing on how we help you monetize your business; and it comes as no surprise that SMB owner interest levels soar when we cover this topic — as does the value of becoming a Chalice member.
The Grail with Keith Gregg (1/13/21)
Treat your business like it’s your baby. I’m sure you’ve heard this saying before: give your business the love, attention and care it needs to survive and thrive. While this metaphor typically relates to aspects of managing and investing in your business, consider it through a more profound lens — protecting your business.
WEBINAR: How to Adapt Your Marketing to Thrive No Matter What 2021 Throws Your...
Too many advisors are still left scrambling with how to grow and scale their marketing. Join our partner Snappy Kraken for a fast-paced webinar all about marketing automation AND personalization...
The Grail with Keith Gregg (1/6/21)
Increasing the value of your business is a primary goal that every progressive business owner shares. However, this common objective is anything but common in terms of one’s ability to accomplish it, as it distinguishes good leaders from the great and the great from the visionaries.
Keeping Clients on Track for Retirement
Retirement is not as simple as it once was. The National Retirement Institute’s (NRI) April survey stated that investors having more than $100,000 in assets no longer believe that they are secure...
How To Close A Deal In A Virtual Environment
Before this year, virtual meetings weren’t exactly people’s first choice as a method for business communication. However, advisors should get used to hosting and attending them moving forward...
The Grail with Keith Gregg (12/30/20)
As discussed last week, starting a business poses a unique set of challenges. However, successfully running a business, maintaining consistent operational efficiency and high-quality client service all simultaneously creates a different set of hurdles to overcome.
Financial Advisors Increasing With Younger Generations
Overall, the results proved that younger people are becoming increasingly aware of the need to secure their financial foundations better...
The Grail with Keith Gregg (12/23/20)
Entrepreneurial spirit is so powerful and unique, yet it’s perpetually generated by independent advisors and business owners. This passion and energy is essential for success, but you also need help and guidance to overcome the unique challenges you face in the financial services arena.