Business Building Ideas

Berkshire created this page specifically for financial advisors in order to add valuable insights to practice management issues. If you wish to receive more substantive practice management and marketing ideas, please contact us. In addition to being an equity manager, we seek to be a trusted and insightful partner to your practice.

Transitioning Your Practice To Outside Managers
By Gerry Mihalick, CFA

The New Advisor Formula: Strategies for Capturing Money in Motion
By Gerry Mihalick, CFA

Social Setting Playbook
By Gerry Mihalick, CFA

Advisors and Warren Buffet
By Gerry Mihalick, CFA

Partnering with Berkshire
By Gerry Mihalick, CFA

DOL Challenge or Opportunity?
By Gerry Mihalick, CFA

Redefining Your Centers of Influence
By Gerry Mihalick, CFA

How to Dominate Your Niche
By Gerry Mihalick, CFA

After Client Meetings: Invigorated or Exhausted. You Choose.
By Gerry Mihalick, CFA

“All Instinct, No Plan and Unrealistic Expectations”
By Gerry Mihalick, CFA

Is Fitness the New Golf?
By Gerry Mihalick, CFA

Market Yourself Like Apple? Apple “Why”
By Gerry Mihalick, CFA

Why Advisors Don’t Land Larger Accounts
By Gerry Mihalick, CFA

Social Media in your Practice
By Gerry Mihalick, CFA

Triple Your Closing Ratio
By Chet Holmes

Silent Killer… In Your Practice
By: Gerard Mihalick, CFA

Simple Sentence = Proactive
By: Gerard Mihalick, CFA

How to Botch a Million Dollar Prospect
By: Gerard Mihalick, CFA

Contact us for additional insight:
Gerard Mihalick, CFA, Portfolio Manager – gmihalick@berkshiream.com or (570) 825-2600
Jason Reilly, CFP®, Strategy Specialist – jason@berkshiream.com or (570) 825-2600

This site is for use by Registered Financial Advisors only.