Business Planning http://wealthmanagement.com/taxonomy/term/23681/more en Why Less is the New More http://wealthmanagement.com/client-relations/why-less-new-more <div class="field-deck"> Many financial advisors have developed the bad habit of talking too much In the world of affluent sales – listening, really listening is the secret. </div> <div class="node-body article-body">Many financial advisors have developed the bad habit of talking too much In the world of affluent sales – listening, really listening is the secret.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/why-less-new-more" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/why-less-new-more#comments Business Planning Client Relations Thu, 04 Feb 2016 14:11:00 +0000 1098471 at http://wealthmanagement.com Where Have All the Annual Reports Gone? http://wealthmanagement.com/technology/where-have-all-annual-reports-gone <div class="node-body article-body">Annual reports are increasingly digital - and less relevant. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/where-have-all-annual-reports-gone" target="_blank">read more</a></p> http://wealthmanagement.com/technology/where-have-all-annual-reports-gone#comments Industry Technology Business Planning Wed, 03 Feb 2016 13:00:00 +0000 1096491 at http://wealthmanagement.com Copyright Zack Blanton, Getty Images The Most Interesting Digital Annual Reports http://wealthmanagement.com/technology/most-interesting-digital-annual-reports <div class="node-body gallery-body">Annual reports can come alive online. Here are five companies that are on the cutting edge of digital annual report design:</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/most-interesting-digital-annual-reports" target="_blank">read more</a></p> http://wealthmanagement.com/technology/most-interesting-digital-annual-reports#comments Technology Business Planning Wed, 03 Feb 2016 12:30:00 +0000 1096481 at http://wealthmanagement.com Stephen and Kevin Show Episode 15: COI Reciprocity, Social Lunches, Gym Selfies http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-15-coi-reciprocity-social-lunches-gym-selfies <div class="node-body video-body">In this episode we discuss COIs who don't reciprocate, the power of social lunches, and Stephen shows off a few gym selfies #welcometothegunshow.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-15-coi-reciprocity-social-lunches-gym-selfies" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-15-coi-reciprocity-social-lunches-gym-selfies#comments Business Planning Practice Management Client Relations Marketing Prospecting Practice Management Tue, 02 Feb 2016 16:00:00 +0000 1096911 at http://wealthmanagement.com Succession Planning: Not Just For the Old and Nearly Retired http://wealthmanagement.com/business-planning/succession-planning-not-just-old-and-nearly-retired <div class="node-body article-body">One of the most common misconceptions regarding succession planning is: “I’m young and healthy. I’ll think about succession planning when I’m closer to retirement.”</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/succession-planning-not-just-old-and-nearly-retired" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/succession-planning-not-just-old-and-nearly-retired#comments Business Planning Practice Planning Public Fri, 29 Jan 2016 16:28:00 +0000 1093961 at http://wealthmanagement.com A Facebook Lesson From My Grandmothers http://wealthmanagement.com/marketing/facebook-lesson-my-grandmothers <div class="field-deck"> Don’t get friend-axed. Use Facebook to build, not hurt your personal brand and to build key relationships. </div> <div class="node-body article-body">Don’t get friend-axed. Use Facebook to build, not hurt your personal brand and to build key relationships.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/facebook-lesson-my-grandmothers" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/facebook-lesson-my-grandmothers#comments Business Planning Marketing Thu, 28 Jan 2016 15:49:00 +0000 1092691 at http://wealthmanagement.com Getty Images/Stringer Engaging Participants to Solve Asset Retention and Margin Compression Issues http://wealthmanagement.com/business-planning/engaging-participants-solve-asset-retention-and-margin-compression-issues <div class="field-byline"> Troy Ihlanfeldt and Matt Snow </div> <div class="node-body article-body">Management teams need to stop thinking as record keepers and treating every participant as a number. These are real people with real financial needs.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/engaging-participants-solve-asset-retention-and-margin-compression-issues" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/engaging-participants-solve-asset-retention-and-margin-compression-issues#comments Business Planning Marketing Wed, 27 Jan 2016 15:15:00 +0000 1091251 at http://wealthmanagement.com ismagilov/iStock/Thinkstock Planning For Middle-Income Accounts http://wealthmanagement.com/prospecting/planning-middle-income-accounts <div class="field-deck"> Is it possible to build a thriving practice with middle-class accounts? These advisors found a way. </div> <div class="node-body article-body">Is it possible to build a thriving practice with middle-class accounts? These advisors found a way.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/prospecting/planning-middle-income-accounts" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/planning-middle-income-accounts#comments Business Planning Client Relations Prospecting Wed, 27 Jan 2016 07:00:00 +0000 1089301 at http://wealthmanagement.com JohannesK/iStock/Thinkstock Your Exit Strategy Could Be Your Client http://wealthmanagement.com/rias/your-exit-strategy-could-be-your-client <div class="node-body article-body">United Capital’s latest acquisition includes an advisor who was originally a client of the firm he bought in 2001. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/rias/your-exit-strategy-could-be-your-client" target="_blank">read more</a></p> http://wealthmanagement.com/rias/your-exit-strategy-could-be-your-client#comments RIAs Business Planning Tue, 26 Jan 2016 16:20:00 +0000 1089661 at http://wealthmanagement.com <p>Joel Shaps</p> Stephen and Kevin Show Episode 14: Free Biz. Dev. Plan, Creative Intimate Events Ideas http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-14-free-biz-dev-plan-creative-intimate-events-ide <div class="node-body video-body">In this episode we giveaway a 2016 Business Development plan, share our favorite creative intimate event ideas, and discuss whether or not to reach out to clients in volatile markets.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-14-free-biz-dev-plan-creative-intimate-events-ide" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-14-free-biz-dev-plan-creative-intimate-events-ide#comments Business Planning Practice Management Client Relations Marketing Prospecting Practice Management Tue, 26 Jan 2016 16:00:00 +0000 1090461 at http://wealthmanagement.com