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.

 

• Advisor Marketing and UVP: Make Referrals Stickier With Strong Branding, Pt. 2

  By Kirk J. Hulett, MS, Securities America Financial  |  July 17, 2012

  If your clients understand your unique value proposition, they’ll remember you during tipping-point conversations. And don’t forget the cookies!

• How to Get Referrals That Are the Right Fit

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

  You say you don’t do “marketing,” advisor? If you get referrals, you are doing marketing. Here’s how to get the right referrals by developing and strengthening your brand.

• An Overlooked but Key Role in an Advisory Firm: Office Manager

  By Kirk J. Hulett, MS, Securities America Financial  |  May 16, 2012

  A good office manager can help you achieve growth by leveraging your people, structure and process. Here’s how to identify such a person, determine what they should be doing—and what you shouldn’t.

• 3 Key Advisor Lessons Learned From Buying a New Car

  By Kirk J. Hulett, MS, Securities America Financial  |  March 16, 2012

  Blueprint your client experience, and follow that blueprint consistently, to ensure your clients will have every reason to come back to you.

• Be Gentle or Assertive, but Stop Clients From Overspending!

  By Kirk J. Hulett, MS, Securities America Financial  |  February 22, 2012

  The key: help the client more solidly feel the disconnect between their current behavior and their long-term goals.

• Marketing Tip: Contact Prospects With an SOS (Second Opinion Service)

  By Kirk J. Hulett, MS, Securities America Financial  |  January 17, 2012

  In these volatile times, offer to review prospects’ retirement plans for a flat fee. You'll be glad you did.

• 4 Key Steps to Having an Associate Advisor Help Grow Your Firm

  By Kirk J. Hulett, MS, Securities America Financial  |  December 21, 2011

  If you’re serious about growing your firm, add an associate advisor, but follow these steps to help ensure success and achieve your growth goal

• 7 Steps Toward Creating a Strong Performance Review Process

  By Kirk J. Hulett, MS, Securities America Financial  |  November 28, 2011

  Performance reviews help retain good employees and improve performance. Here’s a list of best practices to get you started.