Practice Management http://wealthmanagement.com/taxonomy/term/6620/more en LGBT Community Faces Financial Obstacles http://wealthmanagement.com/blog/lgbt-community-faces-financial-obstacles <div class="node-body blog-body">LGBT community still facing financial obstacles, compliance officers worry about cybersecurity and Fidelity unveils FidelityConnect website.</div> <p><a href="http://wealthmanagement.com/blog/lgbt-community-faces-financial-obstacles" target="_blank">read more</a></p> http://wealthmanagement.com/blog/lgbt-community-faces-financial-obstacles#comments Technology Blogs Client Relations Estate Planning Retirement Planning The Daily Brief Mon, 27 Jun 2016 10:00:00 +0000 1218951 at http://wealthmanagement.com Stephen and Kevin Show Episode 32: Maximizing Client and COI Birthdays http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-32-maximizing-client-and-coi-birthdays <div class="node-body video-body">Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships.</div> <p><a href="http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-32-maximizing-client-and-coi-birthdays" target="_blank">read more</a></p> http://wealthmanagement.com/practice-management/stephen-and-kevin-show-episode-32-maximizing-client-and-coi-birthdays#comments Business Planning Client Relations Marketing Prospecting Practice Management Thu, 23 Jun 2016 15:30:00 +0000 1217191 at http://wealthmanagement.com One Big Thing to Acquire Affluent Clients, and More… http://wealthmanagement.com/prospecting/one-big-thing-acquire-affluent-clients-and-more <div class="node-body article-body">Questions and answers stemming from the podcast/YouTube Stephen and Kevin Show.</div> <p><a href="http://wealthmanagement.com/prospecting/one-big-thing-acquire-affluent-clients-and-more" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/one-big-thing-acquire-affluent-clients-and-more#comments Marketing Prospecting Practice Management Thu, 23 Jun 2016 13:33:00 +0000 1216981 at http://wealthmanagement.com When Your Broker/Dealer Faces Crisis: Top Four Steps for Independent Advisors http://wealthmanagement.com/business-planning/when-your-brokerdealer-faces-crisis-top-four-steps-independent-advisors <div class="field-byline"> Jeff Nash </div> <div class="node-body article-body">While there are obviously going to be times when you may need to change broker/dealers, here are the four key steps you need to follow with such an important decision.</div> <p><a href="http://wealthmanagement.com/business-planning/when-your-brokerdealer-faces-crisis-top-four-steps-independent-advisors" target="_blank">read more</a></p> http://wealthmanagement.com/business-planning/when-your-brokerdealer-faces-crisis-top-four-steps-independent-advisors#comments IBDs Business Planning Careers Wed, 22 Jun 2016 17:14:00 +0000 1216271 at http://wealthmanagement.com Rawpixel Ltd/iStock/Thinkstock Developing Top-tier Plan Consultants http://wealthmanagement.com/retirement-planning/developing-top-tier-plan-consultants <div class="node-body article-body">Two giants in the plan advisory space speak on the benefits of hiring young talent and providing them with a defined career trajectory, ample opportunity to learn and a team environment.</div> <p><a href="http://wealthmanagement.com/retirement-planning/developing-top-tier-plan-consultants" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/developing-top-tier-plan-consultants#comments Business Planning Retirement Planning Careers Wed, 22 Jun 2016 13:58:00 +0000 1215971 at http://wealthmanagement.com DragonImages/iStock/Thinkstock Networking 3.0: Get Referrals FOR Your (Business Owner) Clients, Not From Them! http://wealthmanagement.com/prospecting/networking-30-get-referrals-your-business-owner-clients-not-them <div class="node-body article-body">Networking 3.0 is not about selling yourself, but instead about trying to understand the business needs of your clients and who they need referred to them.</div> <p><a href="http://wealthmanagement.com/prospecting/networking-30-get-referrals-your-business-owner-clients-not-them" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/networking-30-get-referrals-your-business-owner-clients-not-them#comments Nerd's Eye View Prospecting Mon, 20 Jun 2016 11:01:00 +0000 1213281 at http://wealthmanagement.com Rawpixel/iStock/Thinkstock Advisors Underestimating Client Concerns http://wealthmanagement.com/blog/advisors-underestimating-client-concerns <div class="node-body blog-body">Advisors underestimate client concerns about taxes and healthcare, millennials see less market volatility in the future and fund manager gets nine years in jail for $15 million fraud.</div> <p><a href="http://wealthmanagement.com/blog/advisors-underestimating-client-concerns" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-underestimating-client-concerns#comments Legal Markets Blogs Client Relations The Daily Brief Mon, 20 Jun 2016 10:00:00 +0000 1211711 at http://wealthmanagement.com Cybersecure Your Clients’ Estate Planning Experience http://wealthmanagement.com/estate-planning/cybersecure-your-clients-estate-planning-experience <div class="node-body article-body">How can we protect our clients’ delicate personal information from the less scrupulous denizens of cyberspace? </div> <p><a href="http://wealthmanagement.com/estate-planning/cybersecure-your-clients-estate-planning-experience" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/cybersecure-your-clients-estate-planning-experience#comments Practice Planning Estate Planning Fri, 17 Jun 2016 16:03:00 +0000 1211681 at http://wealthmanagement.com One More Thing: How to Make the Most Out of Industry Conferences http://wealthmanagement.com/careers/one-more-thing-how-make-most-out-industry-conferences <div class="node-body article-body">Inbox full of invites to industry conferences? Here's a primer on which ones to go to and what to expect to get out of them. </div> <p><a href="http://wealthmanagement.com/careers/one-more-thing-how-make-most-out-industry-conferences" target="_blank">read more</a></p> http://wealthmanagement.com/careers/one-more-thing-how-make-most-out-industry-conferences#comments Industry Business Planning Practice Management Careers Fri, 17 Jun 2016 14:50:00 +0000 1211661 at http://wealthmanagement.com <p>One more thing...&nbsp;</p> Copyright Justin Sullivan, Getty Images Great Expectations: Focus Investor Conversations on Risk, Expectations – Not Products http://wealthmanagement.com/asset-management/great-expectations-focus-investor-conversations-risk-expectations-not-products <div class="field-byline"> David Goodsell </div> <div class="node-body article-body">Natixis research reveals the conflicts within individual investors and how they believe professional advice can help.</div> <p><a href="http://wealthmanagement.com/asset-management/great-expectations-focus-investor-conversations-risk-expectations-not-products" target="_blank">read more</a></p> http://wealthmanagement.com/asset-management/great-expectations-focus-investor-conversations-risk-expectations-not-products#comments Investment Client Relations Asset Management Fri, 17 Jun 2016 14:26:00 +0000 1211641 at http://wealthmanagement.com Digital Vision./Photodisc/Thinkstock