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Curtis Hawks

Curtis Hawks
Curtis Hawks is the president of Legacy Financial Partners, a full-service independent FMO. His insights on marketing and prospecting can be found on legacy-financial-partners.com and through other channels. Contact him at chawks@legacybrokerage.com

4 Marketing Platforms That Will Be Relevant in 2016

There’s no question that the financial services industry has changed over the last few years and will continue to change in the years to come. We are in the age of robo-advisors, financial social media, digital optimization, fin-tech, and increased regulation. This is all set against the backdrop of market volatility, shifting demographics, and a larger sense of uncertainty among …

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5 of the Best Practices for Client Appreciation Events

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  A good client appreciation event will have two main things: a meaningful activity and an opportunity for interaction. Client appreciation events are a great way to reward your clients and reinforce your relationship with them. However, advisors and agents often struggle with how to properly run an effective (and fun) event. Many will offer a dinner, maybe a wine …

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Truly Evaluate Your Business Year

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Evaluating Your Year Goes Beyond Production At the end of the calendar year, many advisors find themselves thinking about how well they did during the year and what they can do better in the next. However, advisors and agents often evaluate their year from one single metric: production. It’s the only thing that matters, right? While production can be an …

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Don’t Halt Business Growth Because of the Holiday Season

Business may seem to slow this holiday season, but now is the time to finish the year strong.

Well, here we are in the last two months of the year. For some financial advisors, this is a time to wind down and set up for the next year. Some may have a mad dash to close as much business as they can through the month of November and ease off in December. However, there are several strategies that …

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