Berkshire created this page specifically for Wells Fargo Advisors in order to help you grow your advisory business. If you wish to receive more substantive practice management and marketing idea please contact us. It is our goal to be so much more than an equity manager but a trusted advisor to the advisor.

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

Triple Your Closing Ratio
By Chet Holmes

Beware of the Silent Killer in Your Practice
By: Gerard Mihalick, CFA

One Simple Sentence that Shows Client’s you’re Proactive
By: Gerard Mihalick, CFA

How to Botch a Million Dollar Prospect
By: Gerard Mihalick, CFA
(Article Included: Million Dollar Meeting)

Money in Motion Problems
By: Gerard Mihalick, CFA

Are Clients Feeling Glum? Show Them These Charts…
By: Gerard Mihalick, CFA

Fun, Fascinating Results From A Client Gathering
By: Gerard Mihalick, CFA

How to Dominate your Niche
By: Gerard Mihalick, CFA

Do You Really Have a Brand?
By: Gerard Mihalick, CFA

Berkshire Asset Management, LLC (“BAM”) is a Registered Investment Advisor under the Investment Advisors Act of 1940. Registration as an Investment Advisor does not imply any level of skill or training. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Access to BAM is only available to clients pursuant to an investment advisory agreement and accepting delivery of BAM’s Form ADV Part 2A and 2B. You are encouraged to read those documents carefully. BAM manages portfolios for individuals and institutions. All investing carries risk including risk of principal loss. No statement made herein shall construe investment advice. All statements made herein are opinions of BAM and subject to change. Berkshire assumes no responsibility towards the accuracy of the data included.
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