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
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
What if you could “Market Like Apple”?
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