Results for "client servicing"
Displaying 1,326 results
August 18, 2017
Advisers who rethink the way they prepare for client meetings can use them as opportunities to generate new business opportunities and to strengthen relationships. Practice management experts John Anderson, managing director and head of practice...
August 16, 2017
Financial advisers over the past 12 months have been giving text messaging a fresh look as a method for communicating with clients, in part because email has become a much less effective way to connect. Advisers are recognizing that response...
August 15, 2017
In contemporary American culture, people are often spending a lot of their time doing, not being. Many tend to move quickly and focus on action at the expense of self-reflection and deliberation. Constant motion coupled with endless digital...
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August 14, 2017
Financial advisers share their successes helping clients achieve their dreams from arranging a Parkinson's patient first-ever skydive to helping a couple establish a nonprofit animal sanctuary.
August 11, 2017
Financial planning issues come in all shapes and sizes, and sometimes it takes creativity, along with knowledge and outside help, to get a client out of a jam. Here are seven ways advisers fixed the problem.
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...
August 3, 2017
The longer the stock market goes up, the more clients of AllianceBernstein ask when it will go down. That's according to Dianne Lob, senior managing director for equities, who says questions about the timing of the next 5% or 10% decline in...
July 27, 2017
These seven firms recently introduced innovative technologies aimed at helping advisers serve clients better and more efficiently. The up-and-comers were selected by the XY Planning Network for having the best new fintech, and they will compete...
July 27, 2017
Fidelity Custody & Clearing Solutions is expanding access to loans for the roughly 6 million investors working with Fidelity through more than 3,500 registered investment advisers, broker-dealers and family offices. Through a new partnership...
July 25, 2017
Just because financial advisers are getting older doesn’t mean they can’t continue to connect with the next generation of clients. Douglas Boneparth, president of Bone Fide Wealth, and his wife Heather co-authored the book "The Millennial...
July 17, 2017
Practice management experts say that summer, when advisers likely have some extra time on their hands, is a good time to initiate some business development strategies. Here are some ideas from Andrew Klausner, founder of AK Advisory Partners,...
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....
July 10, 2017
Money is deeply personal. Every day, we wake up to a world in which we're sending kids off to college, paying health care bills for unexpected illnesses, or worrying about the realities of retirement. Our life events are usually inextricably...
July 7, 2017
Advisers need to take note of changes in their clients behaviors as they age, and help protect them from unnecessary financial fraud or loss, according to Brie Williams, head of practice management at State Street Global Advisors.
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...
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...
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%...
June 26, 2017
Fairport Asset Management has been so successful attracting widows and female executives that it's created a new division within the firm to focus solely on serving wealthy women. Under the Luma Wealth Advisors brand, the firm will target women...
June 20, 2017
Financial advisers are likely losing prospects in ways they never thought mattered, but practice management and market experts say these actions can be relationship ending. Matt Matrisian, senior vice president of strategic initiatives at AssetMark,...
June 13, 2017
Client meetings don't have to be all about investment performance. In fact, they don't have to be about performance at all, according to Jason Gordo, head of FinLife Partners and managing director at United Capital. "Four things you never want...
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