Practice Management http://wealthmanagement.com/taxonomy/term/6620/more en Stephen and Kevin Show Episode 34: Why You Should Watch the Olympics with Clients and Prospects http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-34-why-you-should-watch-olympics-clients-and-pros <div class="node-body video-body">The Olympics in Rio are right around the corner. In our latest episode, we offer some clever ideas to maximize these historic games with both clients and prospects.</div> <p><a href="http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-34-why-you-should-watch-olympics-clients-and-pros" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-34-why-you-should-watch-olympics-clients-and-pros#comments Business Planning Client Relations Marketing Prospecting Practice Management Thu, 28 Jul 2016 15:30:00 +0000 1250411 at http://wealthmanagement.com You Can’t Escape the Past http://wealthmanagement.com/careers/you-can-t-escape-past <div class="node-body article-body">A failure to disclose even the most mundane youthful indiscretions could lead to career-damning consequences. Err on the side of caution. </div> <p><a href="http://wealthmanagement.com/careers/you-can-t-escape-past" target="_blank">read more</a></p> http://wealthmanagement.com/careers/you-can-t-escape-past#comments Wirehouse Careers Wed, 27 Jul 2016 18:30:00 +0000 1237361 at http://wealthmanagement.com Copyright Huan Tran, Getty Images Putting Some “Drama” in Your Social Prospecting http://wealthmanagement.com/prospecting/putting-some-drama-your-social-prospecting <div class="node-body article-body">There is a natural, yet powerful, way of broaching a business conversation with a social prospect. It's called "the dramatic approach."</div> <p><a href="http://wealthmanagement.com/prospecting/putting-some-drama-your-social-prospecting" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/putting-some-drama-your-social-prospecting#comments Prospecting Practice Management Wed, 27 Jul 2016 17:38:00 +0000 1249281 at http://wealthmanagement.com vDraw/iStock/Thinkstock Six Tips for Avoiding Mistakes When Buying an Independent Practice http://wealthmanagement.com/business-planning/six-tips-avoiding-mistakes-when-buying-independent-practice <div class="node-body gallery-body">There are plenty of mistakes to be made when looking to acquire an independent practice. Here are a few tips to avoid making costly ones.</div> <p><a href="http://wealthmanagement.com/business-planning/six-tips-avoiding-mistakes-when-buying-independent-practice" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/six-tips-avoiding-mistakes-when-buying-independent-practice#comments Business Planning Practice Management Wed, 27 Jul 2016 14:41:00 +0000 1249001 at http://wealthmanagement.com Fidelity Charitable Launches New Practice Management Program http://wealthmanagement.com/charitable-giving/fidelity-charitable-launches-new-practice-management-program <div class="node-body article-body">Offered through Fidelity Charitable University, the program will teach advisors how to develop philanthropic strategies for clients.</div> <p><a href="http://wealthmanagement.com/charitable-giving/fidelity-charitable-launches-new-practice-management-program" target="_blank">read more</a></p> http://wealthmanagement.com/charitable-giving/fidelity-charitable-launches-new-practice-management-program#comments Industry Charitable Giving Practice Planning High Net Worth Tue, 26 Jul 2016 17:09:00 +0000 1247991 at http://wealthmanagement.com Copyright Scott Barbour, Getty Images Three Tips To Remain Relevant In The Robo Era http://wealthmanagement.com/business-planning/three-tips-remain-relevant-robo-era <div class="field-byline"> David Lyon </div> <div class="node-body article-body">Firms need to adapt some of the technology introduced by robos instead of trying to compete against it. </div> <p><a href="http://wealthmanagement.com/business-planning/three-tips-remain-relevant-robo-era" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/three-tips-remain-relevant-robo-era#comments Industry Technology Business Planning Next Gen Investor Practice Management Tue, 26 Jul 2016 16:31:00 +0000 1247981 at http://wealthmanagement.com The Danger of Greeting Clients With “How Are You?” http://wealthmanagement.com/client-relations/danger-greeting-clients-how-are-you <div class="node-body article-body">If you want to deepen your relationship and build loyalty with clients when they are going through transition or grief, 'How are you?' is not a good question to ask.</div> <p><a href="http://wealthmanagement.com/client-relations/danger-greeting-clients-how-are-you" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/danger-greeting-clients-how-are-you#comments Client Relations Practice Management Tue, 26 Jul 2016 15:04:00 +0000 1247811 at http://wealthmanagement.com MariaDubova/iStock/Thinkstock Should You Be Checking Your Client’s Email? http://wealthmanagement.com/estate-planning/should-you-be-checking-your-client-s-email <div class="field-deck"> The Revised Uniform Fiduciary Access to Digital Assets Act raises many questions. </div> <div class="node-body article-body">It makes sense that the Revised Uniform Fiduciary Access to Digital Assets Act has been developed to enable you as a fiduciary to step into someone else’s shoes when they die or lose capacity.</div> <p><a href="http://wealthmanagement.com/estate-planning/should-you-be-checking-your-client-s-email" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/should-you-be-checking-your-client-s-email#comments Technology Client Relations Estate Planning Wealth Planning Tue, 26 Jul 2016 13:43:00 +0000 1247501 at http://wealthmanagement.com cosmin4000/iStock/Thinkstock Help Clients Maintain Perspective in Turbulent Markets http://wealthmanagement.com/client-relations/help-clients-maintain-perspective-turbulent-markets <div class="node-body article-body">Pullbacks are normal. It’s how you help clients deal with them that counts. </div> <p><a href="http://wealthmanagement.com/client-relations/help-clients-maintain-perspective-turbulent-markets" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/help-clients-maintain-perspective-turbulent-markets#comments Raymond James: Practice Insights Client Relations Mon, 25 Jul 2016 15:23:00 +0000 1246481 at http://wealthmanagement.com David De Lossey/Digital Vision/Thinkstock Building New Business in Volatile Markets http://wealthmanagement.com/prospecting/building-new-business-volatile-markets <div class="node-body article-body">Fluctuations present both challenges and opportunities to show value to current clients and new ones </div> <p><a href="http://wealthmanagement.com/prospecting/building-new-business-volatile-markets" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/building-new-business-volatile-markets#comments Raymond James: Practice Insights Prospecting Mon, 25 Jul 2016 15:23:00 +0000 1246501 at http://wealthmanagement.com Copyright Peter Macdiarmid, Getty Images