Articles by Tripp Braden

Is digital prospecting going to change your relationship with your clients?

How Digital Prospecting Can Help New Financial Advisors!

I work with financial service and insurance organizations on developing their next generation of financial advisors. I consult with insurance carriers, banks, independent agencies and commercial brokerages on their business development strategies. The last several years have focused on attracting, onboarding, and developing new team members and new producers. I…

How do you grow your practice in 2019?

5 Tools Financial Advisors Can Use to Grow Your Practice in 2019

How do you grow your practice in 2019? I just had a great conversation with a financial advisor who wanted to know what new ideas I had for growing his practice in 2019.  I guess he thought a hip and cool guy like me must know something he didn’t. I…

How do you remember Stan Lee?

How Do You Remember Stan Lee?

I got the news that Stan Lee had passed on Monday. He was one of my favorite writers of all times.  When I was younger, I collected original comic book art and comic books. It was a great hobby and gave me access to many of my personal heroes growing…

What trend will disrupt your business in 2019?

What competitive trend will disrupt your insurance agency in 2019?

There are many opportunities and challenges for your insurance agency in the coming year. Agency leadership needs to take a more active role in deciding what business your agency pursues to be successful. Proactive agency leadership is a trend that will not go away!

What major trends will transform your insurance business in 2019?

Five Trends That Will Transform the Insurance Industry in 2019!

The insurance industry is on the edge of reinvention. Will it happen in 2019? What major trends will converge to make 2019 the year of digital transformation in the insurance industry? Can you leverage these trends to grow and reinvent your insurance business?

Can Warren Buffett help you coach your leaders better?

Can Warren Buffett Teach You About Coaching Leaders?

Warren Buffett is one of the greatest investors of all time. What you may not know is Warren Buffett uses coaching to help his many organizations’ executives become even more effective leaders.

How will super advisory firms transform the financial service landscape?

Can Super Advisory Firms Help Transform Financial Services?

What do larger super advisory firms bring to the financial services industry?  A super advisory firm is an investing organization with over 1 billion dollars of assets under management. These organizations are springing up very quickly in the financial services markets. Currently, there are over 250 of these super advisory…

What are the key challenges facing super advisory firms?

Are You Ready for the Next Generation of Super Advisory Firms?

I got a note from a client this morning sharing a special report on the future of advisory firms. The report shares several key trends that are creating the next generation of super advisory firms. My term, not the report’s. They define the term by having an organization with over…

How do advisors plan for an uncertain future?

Advisors, How do you plan for an uncertain financial future?

Financial planning and advisory services are being disrupted! Advisors face increasing global competition for investment dollars. Your clients want more for less! How can advisors successfully compete and grow in the future?