Practice Development Articles

SSN Practice Development Specialist, Corey Keltner, Published on WealthManagement.com

We are proud to have an article written by Corey Keltner, Practice Development Specialist of Securities Service Network, published on WealthManagement.com. The article "How Advisors Can Fine Tune Their Marketing Language To Better Explain What They Do" takes a look at...

6 Good Business Ideas I Learned from “The Founder”

6 Good Business Ideas I Learned from “The Founder” By Corey Keltner, Practice Development Specialist I went to the movies for the first time in a long while this weekend. The Founder is about the rise of McDonald’s and the relationship between Ray Kroc and the...

Focus on Client Retention

Focus on Client Retention By Corey Keltner, Practice Development Specialist According to HBR, it costs 5 to 25 times more to find a new client than retain existing ones. Our business is especially important because most of your new clients will likely come from...

Feeling Distracted? Consider these 6 Tactics

Feeling Distracted? Consider these 6 Tactics By Corey Keltner, Practice Development Specialist Do you need to become more efficient with your time? We live in a very distracted world where things are buzzing and shiny all of the time telling us to do stuff. There are...