What best practices can financial professionals use to market their practice and accelerate their business growth? We review multi-channel solutions that are gaining visibility today for wealth professionals, RIAs and more.
Getting rid of smaller accounts could mean more production for advisors, according to a new study from PriceMetrix, a Toronto-based solutions provider for retail wealth managers...
Financial advisors have been afraid of using social media for fear of invoking the wrath of their compliance department. They shouldn't be, since use of social media is correlated to higher assets under management
In the world of professional services, where you are dealing with marketing, selling, and servicing intangible financial solutions, it isn’t all that helpful to think in terms of tangible products, be they luxury goods or basic consumer...
Once the Securities and Exchange Commission officially defines the term “family office” (and it took the first step in that direction yesterday, 12 Oct.), the floodgates may open for registered investment advisors to capture a chunk of...
Whether you like it or not, you are the brand that defines how your practice is positioned. Everything about your practice is cumulative, the perception held by clients, referral alliance partners, affluent centers-of-influence, and your prospects.
Acquisition-minded United Capital Financial Partners is ramping up its deal-making. Today it announced it bought Dunn Hogerty Investment Consulting, an independent b/d that reports client assets of $500 million in Fort Collins, Colo. “We&...
Re-engineering your client base serves two distinct and different purposes. First, it enables you to better service those clients that are generating the lion’s share of your revenue. Second, it frees up time for you to become engaged in...
The nervous-client-syndrome has yet to wear off. That’s according to a new survey that says most advisors are still spending the majority of their time with existing clients rather then generating new business.
