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Articles written by Gerri Leder


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Pat Horan: You can't just do one seminar over three nights and say, 'it didn't work.' It's a discipline.

The art and science of how one RIA grew assets 125% by springing for several hundred steak dinners a year

Patrick Horan more than doubles his ROI on seminars with a disciplined process

September 16, 2011 at 2:44 PM

Gerri Leder: After you freshen up your story or strengthen your value proposition, be sure to share it with longstanding clients as well as new ones.

Selling your value proposition

Gray hairs have a leg up in this market. Younger advisors rely on their ability to explain their process

May 27, 2010 at 4:26 AM

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