A seasoned sales executive within the independent advisor community, Stacia Hatfield has worked with thousands of advisors, guiding them to a renewed emphasis on efficiently and successfully expanding their business.
After years of working with the leading wirehouses, independent custodians, and asset management firms, she finally launched her own consulting firm in 2009.
Ms. Hatfield works with successful advisors who might have seen a slow down in the rate of growth of their business, and/or want to understand what exactly the fastest growing firms are doing, as well as how to implement the process for their team.
Ms. Hatfield holds on M.B.A. from the Fuqua School of Business, Duke University and an undergraduate degree in Political Science with a Business Adminstration Emphasis from UCLA.
She resides in the San Francisco Bay area with her husband and her two daughters.
"Having successfully marketed ourselves for many years, we were curious as to what Stacia and her techniques and information could possibly teach us or how she might assist us. Our eyes were opened as she worked us through tightening up our core marketing message, making it potent and easily grasped by prospective clients. And that was only a part of the "magic" she worked on us. Having known her in several roles in the industry, over many years, I recommend Stacia and her services to any advisor because of her professionalism, attention to detail and effectiveness. She knows our business and what we need to be more successful."
--Curt Weil, CFP®, President
Lasecke Weil Wealth Advisory Group, LLC
"The creative and customized ideas that Stacia provided me were invaluable in building my business."
--Brad Ledwith, CFP® Top 40 Financial Advisors under the age of 40
Chairman's Club member at LPL Financial
--Curt Weil, CFP®, President
Lasecke Weil Wealth Advisory Group, LLC
--Brad Ledwith, CFP® Top 40 Financial Advisors under the age of 40
Chairman's Club member at LPL Financial
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| Mark Tibergien noted in the February, 2009 cover story of Financial Advisor magazine that right now "it’s a time to earn your keep as a financial advisor, but it’s a time when you prove your worth as a manager too." To deal with cost cutting, he suggests dividing expenses between "need to have" and "nice to have categories". The former includes certain key employees, who should be well compensated for their work. The latter includes a range of items that, though they may be desirable, can be resisted "industry conferences you can skip, travel you can limit, or computer and software purchases you can postpone". "If short-term decisions don’t materially enhance your business, you should probably put them on ice". We don’t directly help you with practice management efficiencies, structural set up, details on your technology, or work flow process. Instead, our aim is to help you specifically with business development through marketing and branding, developing a referral method, and implementing the highest level client engagement that incorporates the latest thinking in behavioral finance and neuroeconomics. Since each advisor has different needs, we would be happy to help you find a firm that matches your specific needs with a 1 hour consultation, or visit our resources page. |
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