Self Directed IRAs and 401ks – How to Differentiate Yourself

Kirk Chisholm ( shorter version)

Are you looking for a way to differentiate yourself as an advisor? Investing in alternative investments inside self directed IRAs may be the answer.

Innovative Advisory Group specializes in this type of investment strategy. Our services include: choosing from the 44 custodians and administrators, providing due diligence on these assets, protecting the client from prohibited transactions, and ongoing maintenance requirements.

Advisor Assisted Alternatives is a service we’ve been using with our clients and external advisors. It’s set up like an SMA so that you can offer this alternative investment advice to your prospects and clients in their IRA or 401k accounts.


Advisors: Are you doing too much? Is it time to outsource more?

Delegating the first few times is not easy.  It will become easier once you do it a few times.  Delegating is necessary if your goal is to work smarter as you grow your firm.  Million dollar producers delegate!  Here’s why… and what you can do about hiring employees, outsourcing, or adding new technology to your firm.

Ideal Business 6 Parts188x226Did you really go into business to manage the daily nitty-gritty details of your entire practice? Or is your real mission to help your clients create and safeguard their wealth — to assist them in reaching their life goals? In fulfilling your mission, are you creating your dream business — one that makes a big difference in your life and in the lives of those you love?


How To Make Your LinkedIn Profile URL Shorter

ID-100249677When you joined LinkedIn, their system  automatically assigned a Public Profile URL to your account.  It looks something like this:

Make it shorter.

Extra letters and numbers make URLs harder to remember.

Sometimes, advisors who aren’t allowed to have their own websites (yet), use their LinkedIn address as a substitute for a website.  I often see those long random URLs on business cards.  It bears repeating:  Every extra letter or number in a URL makes it harder to remember (and type in correctly) when someone attempts to contact you.

You can do better than that!

Currently, LinkedIn allows you to change the URL for your LinkedIn profile. 


Financial Advisor Success Summit

IdealClientVirtual trainings, speaker gifts, lots of business strategies  and tactics — get inspired today!

Grab your free seat to this 3-day event especially for financial advisors who are growing their practices to 7 figures!

Join host, Darryl Jarmosco, Business Consultant/Coach for financial advisors, as he interviews expert financial service trainers, coaches, authors, speakers, and thought leaders. These speakers have helped thousands of financial advisors get more leads, more clients, operate more efficiently, sell more product, and gather more assets to be managed.

Discover new ways to grow your firm. Attend for FREE.

Go right to the information page and register:

Bonus Gifts

Each and every speaker is providing a free business-building gift for you!


Let Freedom Ring!


For me it looks like being able to travel across the country and taking off on Fridays when I want to.

For my sister Martie, it’s living in NY and CA.

For YOU…?

Freedom is the #1 reason most advisor-owners go independent.

LibertyBellSmCIMG0212Having the freedom to work with clients “the right way” is so important. If you’re about treating clients right, but YOU’RE not able to go where you want, and do what you want when you want, chances are that your business isn’t supporting you.

You can change that.

If you don’t have the freedom you crave to do what you want–when you want–it’s because you don’t have a team, don’t have a big enough team, or your team isn’t working cohesively.


RIAs: What’s Your Business Model Look Like?

orghartAdvisors are often running a practice that is quite different from the type of practice they went independent to run.  Their business model is often one reasons they end up frustrated and feeling overwhelmed.

Working on (or towards) the “right” business model is extremely important — and something to decide upon before improving a firm’s operations and marketing.

Since I work with clients on developing their ideal practices, the subject of business models comes up very early as we work together.

In September I’ll complete a report that includes samples of the various types of advisory business models along with organizations charges.


Why Financial Advisors Must Have a LinkedIn Profile

ID-100249677Every financial professional needs a LinkedIn profile.  This is not a “should have” — this is a “must have”.  Why?  What most financial advisors don’t know is that when someone types your name into a search engine, your LinkedIn profile will often rank higher than your own website!

Years ago, the financial industry was light years ahead of every other industry when it came to technology.  My first job on Wall Street, in 1973, involved computerizing a division of an operations department.

Today, most financial firms are 15-18 years behind anything Internet-related.  If you’re a financial advisor, there is a chance that you don’t have a website (yet), have a very generic website, or are not allowed to have a website.