FAN - Financial Advisor Network

FAN - Financial Advisor Network

Wednesday, June 26, 2013

Financial Advisor Network (FAN) Newsletter

 

FANResources.com has gone live!

To further help our FAN members, and other financial advisors, our FANResources website has just gone live.  Our website has a large amount of valuable information, to help financial advisors have more successful advisory businesses. Go to FANResources.com

Review of FANResources pages:
 Advisor Resources - We will list different resources that have been valuable for many of our members, with links for additional information on each of them.
 FAN webinars - These are tighter videos of FAN webinars that have been well received by our members in the past.

 FAN videos - These are groups of one-minute videos, following a central advisor business-building theme for each group.

 FAN blogs - Our FAN newsletters, with valuable information for our members, like this review of our FANResources website.

 Advisor articles - Both advisor- and non-advisor-related articles about different topics beneficial to our members and the growing of their advisory businesses.

 and more - We provide multiple opportunities for our members to ask questions and give us ideas on future content for them.  Go to FANResources.com


Doing good with community volunteering - Part 1 

Many FAN members helping others and themselves

We had a recent program for ten of our FAN members who are extensively involved with volunteer work in their communities. This summer we'll be doing a study of how involved our members are involved in their communities. In the meantime, Here are some observations about the benefits of such community service for advisors:

1. Help our communities be better places for its people. In short, our local, state and Federal governments cannot take care of all the needs of its people. In fact, many services are better handled by non governmental organizations. Many feel such volunteer work is their duty.

2. The psychic reward we obtain by helping others. Pretty self explanatory for anyone who is involved in their community. The more we help, the better we feel about ourselves. The better we feel about ourselves, the better others, including prospects, feel about us.

3. Becoming a seamless part of an advisor's business. The best advisory businesses are built through being an integral part of the community. Elite advisors obtain most of their business through this networking, and community volunteering is a great way to enhance one's networking efforts. After awhile, advisors find that their volunteer work becomes seamlessly integrated with their personal and business lives.

Coming up in Part 2 of this series - types of volunteer work, and expectations for effort required.


Join FAN's sub-groups

In addition to the Financial Advisor Network (FAN) group on LinkedIn, we have four sub-groups you also should consider joining.  These sub-groups enable the members to share ideas with other advisors who are similar to them.  Like with FAN, candidates for these sub-groups are reviewed to make sure they are right for the requested sub-group.
RIA advisor group - For FAN members who are with an independent registered investment advisory firm.  To join RIA sub-group
Independent B/D group - For FAN members who use an independent broker dealer. To join Indep. B/D sub-group.

Wirehouse group - For FAN members at the traditional wirehouse B/Ds. To join Wirehouse sub-group.
Christian Advisor group - For all FAN members who wish to belong to a sub-group for advisors who view themselves as offering a Christian-based advisory service. To join Christian Advisor sub-group