Over the years, I have had the opportunity to train and speak to several hundred advisors about new marketing ideas and business platforms.

If you have paid attention to industry news headlines over the past year, there is no doubt you have seen one story a week on the explosive growth of independent RIA firms.

Gradient has helped our advisors get over 300 media appearances in the past 2 years. Our internal team has been featured on Fox Business News, Forbes, radio shows, industry trade publications, and focused hours and thousands of dollars towards our Gradient PR campaign.

Often times, it’s not what you’re doing; it’s what you’re not doing. “I only work with high net worth clients.”

For many financial services professionals, the “baby boomers” provide both the greatest challenge and the greatest opportunity we’ll face in our careers.