Kirk J. Hulett, MS, Securities America Financial

About the Author

Kirk J. Hulett, MS, Securities America Financial

Kirk Hulett is executive vice president of strategy and practice management at Securities America. He is a leader and consultant for the Practice Management Group, which provides consultation to investment professionals on how to improve the efficiency and profitability of their practice. Kirk leads Securities America’s human resources functions and serves as the firm’s chief strategy officer. He also hosts a bi-weekly practice management podcast on www.advisorpod.com.

 

• Is Your Content Marketing Reaching the Right Prospects?

  By Kirk J. Hulett, MS, Securities America Financial  |  May 2, 2013

  How do you measure whether your content is generating leads, and the right leads? Google Analytics can help, but there are more ways to tell whether you're getting a good ROI on your content marketing.

• First, Be Helpful, Then Sell: Content Marketing to Prospects

  By Kirk J. Hulett, MS, Securities America Financial  |  March 27, 2013

  Your ability to deliver pertinent content to prospects (and current clients) builds your credibility with the prospect, connects them to your message and leads them to select you as their advisor.

• Want to Retain Client Assets? Get to Know Your Clients’ Kids

  By Kirk J. Hulett, MS, Securities America Financial  |  March 7, 2013

  The time to address generational wealth retention for your practice is well before those assets change hands. Start with a family meeting.

• Skydiving Without a Parachute: Using Analogies to Reach Clients and Prospects

  By Kirk J. Hulett, MS, Securities America Financial  |  January 31, 2013

  Use analogies, similes, stories and even pictures to communicate complex financial concepts to clients—and prospects.

• How to Add the Right People to Your Team, Pt. 2—The Interview and Beyond

  By Kirk J. Hulett, MS, Securities America Financial  |  January 11, 2013

  You've identified some good candidates for a well-described job at your firm; here's how to make the interview process work and the crucial follow-up after you hire.

• How to Add the Right People to Your Team, Pt. 1—Getting Started

  By Kirk J. Hulett, MS, Securities America Financial  |  January 10, 2013

  First, be clear about the type of person you want, write a clear job description and determine your hiring criteria—you’ll be glad you did.

• Your Advisory Firm Employee Makes a Costly Mistake. What to Do?

  By Kirk J. Hulett, MS, Securities America Financial  |  December 6, 2012

  To start, don’t dock the employee’s pay. Instead, focus on the possible causes of the mistake and identify how to prevent it from happening again.

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  Why Your Continuity Plan Is More Critical Than Your Succession Plan

  By Kirk J. Hulett, MS, Securities America Financial  |  November 20, 2012

  Succession planning has been a hot topic in the industry for the past couple of years.

• Talent Management: Antidote for the Peter Principle

  By Kirk J. Hulett, MS, Securities America Financial  |  October 19, 2012

  You may have tools and processes to identify talent at your advisory firm, but do you have a process for ensuring the right talent gets moved into higher-level jobs?

• 10 Reasons You Needed a Continuity Plan Yesterday

  By Kirk J. Hulett, MS, Securities America Financial  |  September 18, 2012

  Do it now, do it right, and update it regularly, for yourself, your family, your clients, your colleagues...