Practice Management http://wealthmanagement.com/taxonomy/term/6620/more en B/D Advisors, Say Goodbye to Canned Content http://wealthmanagement.com/marketing/bd-advisors-say-goodbye-canned-content <div class="node-body article-body">Vestorly’s new browser technology creates a closed feedback loop, allowing the b/d to approve digital content in real time and providing advisors with data to automate marketing workflows. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/bd-advisors-say-goodbye-canned-content" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/bd-advisors-say-goodbye-canned-content#comments Technology Marketing Fri, 22 May 2015 14:41:00 +0000 902761 at http://wealthmanagement.com <p>Vestorly&nbsp;Co-Founder and CEO Justin Wisz</p> When Do You Work? http://wealthmanagement.com/blog/when-do-you-work <div class="node-body blog-body">Those working in business and finance industries rarely put in official time outside the conventional work hours, according to NPR’s interactive graph that utilizes data from the American Time Use Survey to track how people spend their days.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/when-do-you-work" target="_blank">read more</a></p> http://wealthmanagement.com/blog/when-do-you-work#comments Industry Blogs Business Planning Retirement Planning The Daily Brief Fri, 22 May 2015 09:00:00 +0000 901561 at http://wealthmanagement.com Casady: Better DOL Rule Needs Only 'A Couple' Of Improvements http://wealthmanagement.com/blog/casady-better-dol-rule-needs-only-couple-improvements <div class="node-body blog-body">The head of LPL Financial praised the Department of Labor’s changes in its re-proposed fiduciary rule aimed at financial advisors, saying “just a couple of items to improve from here.”</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/rulebook">Rulebook</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/casady-better-dol-rule-needs-only-couple-improvements" target="_blank">read more</a></p> http://wealthmanagement.com/blog/casady-better-dol-rule-needs-only-couple-improvements#comments IBDs Industry Blogs Regulation & Compliance Rulebook Thu, 21 May 2015 20:26:00 +0000 901931 at http://wealthmanagement.com How Firms Are Attracting Millennial Advisors  http://wealthmanagement.com/industry/how-firms-are-attracting-millennial-advisors <div class="node-body article-body">The industry still has a problem attracting and retaining young talent. But several Wall Street firms are using new techniques for bringing millennials into the business. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry/how-firms-are-attracting-millennial-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/industry/how-firms-are-attracting-millennial-advisors#comments Industry Careers Thu, 21 May 2015 19:13:00 +0000 901581 at http://wealthmanagement.com The Affluent Marketing Challenge http://wealthmanagement.com/marketing/affluent-marketing-challenge <div class="node-body article-body">Tracking your marketing habits can boost your activity by 20 percent. Here’s a 30-day plan for doing so. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/affluent-marketing-challenge" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/affluent-marketing-challenge#comments Client Relations Marketing Thu, 21 May 2015 14:51:00 +0000 897811 at http://wealthmanagement.com Why the Class of 2015 Should Consider This Profession http://wealthmanagement.com/blog/why-class-2015-should-consider-profession <div class="node-body blog-body">As the class of 2015 gets ready to put on their caps and gowns, these young, new graduates should think about becoming financial advisors, argues Ken Kamen, president of Mercadien Asset Management.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/why-class-2015-should-consider-profession" target="_blank">read more</a></p> http://wealthmanagement.com/blog/why-class-2015-should-consider-profession#comments Industry Blogs Client Relations Careers The Daily Brief Thu, 21 May 2015 09:00:00 +0000 897871 at http://wealthmanagement.com Client Acquisition Best Practices: 2015 Industry Survey http://wealthmanagement.com/client-acquisition-best-practices-2015-industry-survey <div class="node-body link-body"><p>What client acquisition strategies are yielding the best results for advisors? Which ones are less successful?</p> </div> <div class="field-image-promo"> <img class="imagefield imagefield-field_image_promo" width="595" height="335" alt="" src="http://wealthmanagement.com/site-files/wealthmanagement.com/files/RME360_logo_0515_2.jpeg?1432154186" /> </div> <div class="field-link-target"> <span>Open In New Window:&nbsp;</span> Open In New Window </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-acquisition-best-practices-2015-industry-survey" target="_blank">read more</a></p> Webinars Practice Management Webinars Prospecting Wed, 20 May 2015 20:32:00 +0000 898041 at http://wealthmanagement.com Financial Advisors: Are You Texting Clients? http://wealthmanagement.com/client-relations/financial-advisors-are-you-texting-clients <div class="field-deck"> Affluent investors are texting--but not with their financial advisor. Here's why you should text, and how to do it properly. </div> <div class="node-body article-body">Affluent investors are texting--but not with their financial advisor. Here's why you should text, and how to do it properly. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/financial-advisors-are-you-texting-clients" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/financial-advisors-are-you-texting-clients#comments Client Relations Practice Management Wed, 20 May 2015 16:09:00 +0000 897831 at http://wealthmanagement.com Anatoliy Babiy/iStock/Thinkstock The Great Reformation That Never Happened http://wealthmanagement.com/blog/great-reformation-never-happened <div class="node-body blog-body">Despite all the talk about restoring the public’s trust in the financial services industry, many financial professionals don’t believe the industry is better off than it was before the financial crisis.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/great-reformation-never-happened" target="_blank">read more</a></p> http://wealthmanagement.com/blog/great-reformation-never-happened#comments Industry Technology Blogs Wirehouse Careers The Daily Brief Wed, 20 May 2015 09:00:00 +0000 897731 at http://wealthmanagement.com Are You a Trusted Advisor or a Product Salesman? http://wealthmanagement.com/client-relations/are-you-trusted-advisor-or-product-salesman <div class="field-deck"> Financial advisors need to understand they are only as good as their loyal book of business. If you have clients who will follow you anywhere and pay you residual income, you have something that a typical salesperson does not. </div> <div class="node-body article-body">Financial advisors need to understand they are only as good as their loyal book of business. If you have clients who will follow you anywhere and pay you residual income, you have something that a typical salesperson does not.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/are-you-trusted-advisor-or-product-salesman" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/are-you-trusted-advisor-or-product-salesman#comments Client Relations Tue, 19 May 2015 16:00:00 +0000 897631 at http://wealthmanagement.com