Business Management

From Prospect to Partner: The Onboarding Process is Fundamental to Ongoing Success.

From Prospect to Partner: The Onboarding Process is Fundamental to Ongoing Success.

Unkefer and Associates
January 31, 2024February 1, 2024
Business Management, Client Retention, Featured

So, you’ve closed. Congratulations! You have landed the lead and the sale is complete. Or is it? While the customer acquisition stage may be over, the successful onboarding and the creation of a lifelong client has just begun. The onboarding… Read More »From Prospect to Partner: The Onboarding Process is Fundamental to Ongoing Success.

Hiring, Training, and Retaining Young Financial Advisors

Hiring, Training, and Retaining Young Financial Advisors

Unkefer and Associates
August 31, 2022October 23, 2023
Business Management, Featured

Like the clients we serve, the industry is graying. The average age of financial advisors in the US is 55, 20% of them over 65, and only 11% are under 40. We are going to need a younger talent pool.… Read More »Hiring, Training, and Retaining Young Financial Advisors