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Finding prospects for a wealth management practice.

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If you want more affluent clients, you’d better learn how to mix business with pleasure. Here are some pointers.

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  • Jun. 17, 2013
    Article
    REP.

    First Timers

    Cold calling is out; networking is in. Here’s how to jump start a practice – from scratch....More
  • Jun. 10, 2013
    Article
    REP.

    Five Tips to Recruit Women

    Two female industry leaders on what to consider when office managers recruit women advisors....More
  • May 30, 2013
    Article

    The Future of Wealth? Look to the East

    The outlook for the wealth management industry in the U.S. looks tepid, but the Asia-Pacific market is poised for growth in the years ahead, the Boston Consulting Group says....More
  • May 21, 2013
    Commentary
    REP.

    Advisors Get Ready to Ride the Social Sharing Wave

    Moore’s Law is a mathematical principle devised in the 1960s that states the number of transistors on integrated circuit boards doubles every 18 months—meaning the processing power grows exponentially. This simple principle has held true for the computer hardware industry over the past fifty years!...More
  • Apr. 25, 2013
    Article
    REP.

    Friend Me

    If you want more affluent clients, you’d better learn how to mix business with pleasure. Here are some pointers....More
  • Apr. 18, 2013
    Article
    REP.

    Going Into Stealth Mode on LinkedIn  

    If you are planning on doing some serious LinkedIn prospecting (or research) it’s never a bad idea to switch your profile over to anonymous. This feature hides your identity from the profiles you’ve viewed....More
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Ed Jones to Wells Bank Channel (WBS)

I'm at EJ now in my 3rd year.  I'm in a difficult market for EJ and I'm a true scratch starter.  I'm above expectations, but getting tired of hunting money.  I'm considering going to work at Wells Fargo, who has a huge presence in my town.  The postion would be a bank advisor (WBS) and to me this sounds like a "piece of cake" after being at EJ.  Am I clueless or is the grass really greener?  If you're at WF or at another bank, please give me your thoughts. ...More

New Company set up

Hello, I am currently in the process of setting up my own FA firm. Actually it is a financial service firm including bookkeeping and budgeting services with financial planning as well. My business model is to be a flat fee to review portfolios, make suggestions & assist client with paperwork etc . I do not want to actually manage the investments which I feel allows me to recommend low expense products such as index funds etc.. My clientele will be the small accounts that every other FA would not want....More
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Most Recent Blogs & Columns
Jun. 18, 2013
blog

Not So Fast: Congressional Letter Could Put a Kink in DOL’s Proposal

Thirty-two members of Congress from minority caucuses have sent a letter to the Department of Labor, arguing that the agency's fiduciary proposal could disadvantage their constituents and limit minority access to financial advisors....More
Jun. 18, 2013
Commentary

Death of the Small Broker-Dealer

Over the past decade, a tremendous amount of pressure has been laid on the shoulders of the small broker-dealers of the securities industry. Like the iconic Willy Loman in Arthur Miller’s Death of a Salesman, these small and/or independent brokerages are allotted a significantly shorter leash than they have been in years past......More

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