Results for "client prospecting"

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Envestnet Tamarac overhauls adviser software

November 14, 2017

Envestnet Tamarac is launching a significantly redesigned version of its wealth management software suite for advisers. What was formerly known as Advisor Xi is now simply called Tamarac, but the company says the update is much more than either...

A New Approach: Wealth Management Redefined

October 19, 2017

Wealth Management Certified Professional from The American College Studios on Vimeo. The Wealth Management Certified Professional (WMCP™) designation is an advanced specialization in personal wealth and investment management unlike any other...

Let hard data, not gut instinct, define your ideal client profile

October 18, 2017

In an industry based on facts and figures, why is it that financial advisers base most, if not all their marketing data on "gut instinct"? When asked about a profile of their core client, they rarely base their answers on facts, thinking about...

6 biggest sources of AUM growth at advisory firms

October 13, 2017

Financial advisory firms on average increased their assets under management a total of 16% last year, according to the 2017 InvestmentNews Adviser Compensation and Staffing Study. That total accounts for 6.2% of AUM advisers lost on average...

Tips for helping special needs families

September 16, 2017

All financial advisers can help put families who have special needs concerns on the right course to planning a lifetime of care. These are the basics.

How advisers can become small business exit planning specialists

September 20, 2017

Now that we have entered a fiduciary era, it's pretty clear that the most successful financial advisers will focus on creating an advice-centric experience for clients, as opposed to a transactional relationship that emphasizes product sales....

A special need for financial advice

September 16, 2017

Ellen Rice's father died suddenly this year, and she was surprised to discover he'd left her $1.6 million in property and investments. He had envisioned the inheritance would be a great blessing for a daughter who has struggled financially to...

Advisers find summer slowdown has become a thing of the past

August 7, 2017

Summer isn't what it used to be, according to financial advisers. June, July and August used to be slower months when clients vacationed and advisers would recharge themselves and their practices, completing long-term projects aimed at business...

Advisers envision a disrupted advice industry if Amazon shows up

July 6, 2017

News that Amazon is buying Whole Foods has some financial planners envisioning a transformed advice industry if the internet giant buys its way into the business of delivering personal financial services. The prospect is not much of a stretch...

How advisers can make referrals their most effective tool for growth

July 10, 2017

In most professions, like medicine or law, a referral typically comes when someone actively seeks professional help. Someone breaks a leg playing soccer over the weekend, and starts actively asking around for a referral to an orthopedic surgeon....

Advisory firms rethinking how they deliver value: Fidelity survey

June 29, 2017

For advisory firm leaders who are rethinking how best to deliver value — and 81% are, according a report by Fidelity — their primary efforts should be put into client "fulfillment." The report, "New Advice Value Drivers," found that 31%...

Changing the financial advice industry narrative: put the client first

July 5, 2017

While the DOL fiduciary rule remains stuck in a political quagmire in Washington and the industry argues the risk of higher compliance costs versus the harm brought by conflicts of interest, our industry needs to look at what it actually means...

RIAs zero in on golden goose of client prospecting: entrepreneurs

April 13, 2017

When it comes to client prospecting, entrepreneurs are emerging as among the most sought-after niches, which might have something to do with the fact most financial advisers are themselves entrepreneurs. "Entrepreneurs may or may not be wealthier...

How financial advisers can drive more value into their practices

May 25, 2017

The increasing cost and complexity needed to operate as a financial adviser in today's environment is creating a market ripe for mergers and acquisitions. As costs are climbing and there are greater pressures on fees, margins are being compressed....

Financial advisers do whatever it takes to avoid talking politics with clients

June 2, 2017

Politics, in general, and President Donald J. Trump, in particular, have become hot-potato topics that most financial advisers try to avoid when talking with clients. In a political climate that some describe as more polarized and vitriolic...

What financial advisers can learn from Amazon

May 10, 2017

Recently my phone's storage chip malfunctioned. Unfortunately, I had a full afternoon of meetings and an early morning flight the next day. Thanks to Amazon, I had a new chip in my mailbox by the time I arrived home a couple of hours later that...

How to handle getting fired by a client

May 1, 2017

Unlike fishermen, financial advisers don't typically boast about the one that got away. But when pressed to reflect on the times they've been fired by clients, the stories can be insightful, educational and even entertaining. "In 28 years, I've...

How to help clients who are going through major life events

March 13, 2017

I recently Googled "reasons to hire a financial adviser" and found something startling. Almost all the articles mentioned transitions. The advice was clear: If you are experiencing a major life event, such as retirement, divorce, inheritance...

Despite having the tools, most financial advisers don't track sales leads

October 12, 2016

In our 2016 InvestmentNews Financial Performance Study, which we conducted in partnership with the Ensemble Practice and which was sponsored by Pershing Advisor Solutions, we benchmark the client conversion rates for firms for the first time....

Be vigilant about scams and fraud involving elder clients

April 3, 2017

With the aging of baby boomers, advisers are warned to be vigilant about financial elder abuse, fraud and scams. The National Adult Protective Service Agency reports that more than one in 10 (11%) of seniors have been financially abused or exploited...

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