Business Planning http://wealthmanagement.com/taxonomy/term/23681/more en Stephen and Kevin Show Episode 26: Surprise Special Guest, Winning the Mental Game http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-26-surprise-special-guest-winning-mental-game <div class="node-body video-body">In episode 26 a surprise special guest pops in (literally), and we discuss the number one obstacle financial advisors face when it comes to growing their practice. Hint: It's totally within your control. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-26-surprise-special-guest-winning-mental-game" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-26-surprise-special-guest-winning-mental-game#comments Business Planning Client Relations Marketing Prospecting Practice Management Fri, 29 Apr 2016 14:00:00 +0000 1171661 at http://wealthmanagement.com The Right People with the Right Stuff: Talent and Tech http://wealthmanagement.com/business-planning/right-people-right-stuff-talent-and-tech <div class="field-deck"> This is part one of a two-part post on how talent influences practice growth, efficiency and success. </div> <div class="node-body article-body">This is part one of a two-part post on how talent influences practice growth, efficiency and success. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/right-people-right-stuff-talent-and-tech" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/right-people-right-stuff-talent-and-tech#comments Business Planning Practice Management Thu, 28 Apr 2016 16:54:00 +0000 1170581 at http://wealthmanagement.com jozefmicic/iStock/Thinkstock Ten Creative Ways to Keep Cold Prospects on Life Support http://wealthmanagement.com/business-planning/ten-creative-ways-keep-cold-prospects-life-support <div class="node-body gallery-body">Here are some creative ways to stay in touch with prospects who have given you the Heisman.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/ten-creative-ways-keep-cold-prospects-life-support" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/ten-creative-ways-keep-cold-prospects-life-support#comments Business Planning Prospecting Practice Management Thu, 28 Apr 2016 14:24:00 +0000 1170421 at http://wealthmanagement.com Capitalization Tables Provide a True Picture of Potential Buyers http://wealthmanagement.com/business-planning/capitalization-tables-provide-true-picture-potential-buyers <div class="node-body article-body">Private equity investors in wealth management firms often use clever financial engineering to capture a rate of return. So before selling, make sure you understand the acquiring company’s capital structure. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/capitalization-tables-provide-true-picture-potential-buyers" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/capitalization-tables-provide-true-picture-potential-buyers#comments Industry Business Planning Wed, 27 Apr 2016 13:17:00 +0000 1169081 at http://wealthmanagement.com Comstock Images/Stockbyte/Thinkstock Understanding Generational Differences Can Help Build Your Practice http://wealthmanagement.com/business-planning/understanding-generational-differences-can-help-build-your-practice <div class="field-byline"> Lori Dorsey </div> <div class="field-deck"> Each generation has different expectations from you. Your knowledge will help with acquisition, retention and a healthier practice built on satisfied customers at every stage of life. </div> <div class="node-body article-body">Each generation has different expectations from you. Your knowledge will help with acquisition, retention and a healthier practice built on satisfied customers at every stage of life.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/understanding-generational-differences-can-help-build-your-practice" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/understanding-generational-differences-can-help-build-your-practice#comments Business Planning Careers Mon, 25 Apr 2016 15:03:00 +0000 1167011 at http://wealthmanagement.com missbobbit/iStock/Thinkstock The Four Skill Domains For Financial Advisor Mastery http://wealthmanagement.com/business-planning/four-skill-domains-financial-advisor-mastery <div class="field-byline"> Michael Kitces </div> <div class="node-body article-body">As financial advisors have shifted to the AUM model though, and the recurring revenue it supports, the requisite entry level skillset has shifted</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/four-skill-domains-financial-advisor-mastery" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/four-skill-domains-financial-advisor-mastery#comments Business Planning Nerd's Eye View Mon, 25 Apr 2016 11:01:00 +0000 1166741 at http://wealthmanagement.com Five Astute Questions to Ask a Client’s CPA http://wealthmanagement.com/business-planning/five-astute-questions-ask-client-s-cpa <div class="field-deck"> Tax season is over. These CPAs have been running flat-out for months, and now is a good time to get face to face. </div> <div class="node-body article-body">Tax season is over. These CPAs have been running flat-out for months, and now is a good time to get face to face.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/five-astute-questions-ask-client-s-cpa" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/five-astute-questions-ask-client-s-cpa#comments Business Planning Client Relations Thu, 21 Apr 2016 14:59:00 +0000 1164831 at http://wealthmanagement.com Ryan McVay/iStock/Thinkstock Stephen and Kevin Show Episode 25: The Facebook Edition http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-25-facebook-edition <div class="node-body video-body">In episode 25 we discuss how a personal Facebook account can help you deepen client relationships, find money-in-motion opportunities, and get targeted introductions to prospects.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-25-facebook-edition" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/stephen-and-kevin-show-episode-25-facebook-edition#comments Business Planning Client Relations Marketing Prospecting Practice Management Thu, 21 Apr 2016 14:00:00 +0000 1164841 at http://wealthmanagement.com How to Make the Most of a Virtual Assistant http://wealthmanagement.com/business-planning/how-make-most-virtual-assistant <div class="node-body article-body">Many advisors find their ideal assistant is part-time, far away and in the cloud. Here’s how to find, and effectively use, a virtual assistant.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/business-planning/how-make-most-virtual-assistant" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/how-make-most-virtual-assistant#comments Technology Business Planning Tue, 19 Apr 2016 14:40:00 +0000 1162591 at http://wealthmanagement.com TeamOktopus/iStock/Thinkstock Stephen and Kevin Show Episode 24: Bill Winterberg, YouTube Strategy, Cybersecurity, Pinball http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-24-bill-winterberg-youtube-strategy-cybersecurity <div class="node-body video-body">We're back with special guest Bill Winterberg. We discuss YouTube strategy, Cybersecurity for yourself and clients, and pinball. Enjoy! </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-24-bill-winterberg-youtube-strategy-cybersecurity" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-24-bill-winterberg-youtube-strategy-cybersecurity#comments Business Planning Client Relations Marketing Prospecting Practice Management Fri, 15 Apr 2016 14:00:00 +0000 1160281 at http://wealthmanagement.com