Results for "client prospecting"

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Older investors turn to the web to manage assets

May 25, 2014

Young people are self-directed investors who use online technology to get financial advice. People over 50 are tech-illiterate old-timers who require face-to-face meetings with human advisers. Or so the myth goes. The reality is more complicated....

What clients want: Transparency

May 18, 2014

Financial professionals serving individuals must find better ways to let clients and prospective clients know why they charge what they do and why they are worth it. Participants in a client panel at InvestmentNews' annual Retirement Income...

'Match.com' for advisers and clients expands to San Francisco

May 16, 2014

GuideVine, a technology startup that wants to connect advisers with consumers seeking financial advice, started operations on Thursday in San Francisco after a successful New York launch in March. A prominent feature of GuideVine is video introductions...

6 ways to get more client referrals - 6 ways to win over clients

May 16, 2014

Writer Bob Veres, who spoke at the National Association of Personal Financial Advisors conference in Salt Lake City on Wednesday, analyzed feedback from over 200 advisers to learn some client service best practices. Advisers who provide the...

Social media is worth the time

May 14, 2014

Tired of relying solely on clients for referrals, but not sure how else to build your business? Internet-savvy advisers are increasingly kick-starting growth using social media. Three social media mavens convened Wednesday for an InvestmentNews...

Behavioral finance gaining traction on the conference circuit

May 14, 2014

Financial professionals are trying to push behavioral finance beyond a set of theories about why investors make the wrong financial decisions toward helping clients overcome their money-losing tendencies. One example of a recent spotlight on...

Predictive technology taps into big data to help advisers connect with potential clients

May 13, 2014

About 18 months ago, Jeff Rose, an adviser who considers himself an early adopter of technology, started using sales and marketing software that uses predictive analysis and big data to generate leads for his small advisory business, Alliance...

Hearsay and Actiance top Forrester's social risk and compliance product list

May 9, 2014

As the market grows for social risk and compliance technology, platforms that track and archive online communications, Hearsay Social and Actiance top Forrester Research Inc.'s list of best product providers in an extensive study of the space....

Education is key to winning Next Gen assets

May 6, 2014

Tech-savvy Millennials who stand to inherit several trillion dollars in wealth from baby boomers may be eager to use online investment platforms, but the younger generation's need for financial education presents advisers with an opportunity,...

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