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How advisers can use technology to calm clients' post-election jitters

November 22, 2016

The election is behind us and we have a new administration ahead of us. Whether you or your clients are celebrating or lamenting, your job is to inform and help clients with planning for the future. Based on campaign promises and party platforms,...

Advisers worry about clients leaving them over fees

November 11, 2016

Wealth managers serving high-net-worth individuals and families are feeling pressure to cut fees in order to hang on to their clients. While the majority of financial advice providers said they did not change what they charge clients over the...

Technology guide for firms that turn to next gen clients

November 7, 2016

Along with many in the industry, our firm is increasingly open to the idea of finding innovative ways to establish profitable relationships with tomorrow's life blood of our industry — young clients. To that end, my firm BerganKDV Wealth Management,...

Mystery shoppers can show advisers what's turning off prospects

November 1, 2016

Fidelity Investments is encouraging advisers to deploy undercover “mystery shoppers” to help firms learn more about their business development shortcomings. The Boston-based company said one financial adviser used this approach to discover...

Advisers finding more social media success

October 13, 2016

Financial advisers are increasingly comfortable tweeting and posting to Facebook and LinkedIn as securities regulators have made their expectations about social media more clear. Advisers are finding success using social sites to cull prospects,...

Adviser's Consultant: Crafting prospects via radio won't work forever

October 3, 2016

Ryan Payne does things a little bit differently, so it's no surprise that he has some pioneering marketing and business development plans. Mr. Payne started his advisory firm Payne Capital Management in 2008 after spending eight years with Merrill...

How financial advisers can write and promote a book

September 6, 2016

Writing a book can do big things for financial professionals. Books reinforce the credibility of the author and can help establish the author as a thought leader and authority figure in the eyes of potential clients, plus it gives you an invaluable...

RIAs must mind details when it comes to advertising

August 11, 2016

Hidden among the more prominent regulatory burdens faced by registered investment advisers is a cache of nuanced guidance from the Securities and Exchange Commission on advertisements, which RIAs must heed in order to avoid a potential enforcement...

Financial advisers not as popular with millionaires as you'd think

August 4, 2016

Millionaires are the bread-and-butter clients of financial advisers, but planners may not be doing enough to keep this important clan content, a new Fidelity survey suggests. About 45% of millionaires would not recommend their financial adviser...

Philanthropic advisers and firms named as finalists for Community Leadership Awards

August 4, 2016

The Invest in Others Charitable Foundation and InvestmentNews have recognized the philanthropic efforts of 15 advisers and 10 financial firms, naming them as finalists for the 2016 Community Leadership Awards. The tenth annual awards will be...

Advisers must develop 'simple, repeatable statement of value' to attract clients

July 12, 2016

New prospects are attracted by the relationship they develop with an adviser, rather than being persuaded by an adviser's efforts to portray themselves as the best in the market. “Nobody believes 'better.' They don't buy it,” Maribeth Kuzmeski,...

Advisory firms using creative job titles to attract clients, staff

June 28, 2016

Financial advisory firms are starting to embrace the trend of using job titles that reflect the spirit of the position. Think Google's "chief happiness officer." But advisory firm executives aren't just implementing creative titles for the C-suite....

Barrage of Schwab ads to proclaim virtues of fiduciary advisers

June 16, 2016

Schwab Advisor Services appears to be first out of the gate with what likely will be a flood of advertising campaigns proclaiming the virtues of financial advisers who put clients' interests ahead of their own. Schwab is running digital and...

FPA redesigns search platform to increase planners' online visibility

May 25, 2016

The Financial Planning Association has redesigned its online search website to highlight more of a planner's online personality. The organization launched Tuesday the latest version of its FPA PlannerSearch, which allows investors to find FPA...

Adviser's Consultant: Be creative when hunting for new clients

May 16, 2016

Scott Hanson remembers handing out fliers during the early days of the advisory firm he co-founded 23 years ago. Sacramento, Calif.-based Hanson McClain began growing by targeting a specific big employer in the area that was downsizing. It became...

How advisers can win in the financial services industry revolution

May 12, 2016

To adapt a Charles Dickens quote from “A Tale of Two Cities,” “It is the best of times; it is the worst of times.” It is the best time to be in the financial planning business, and it is the worst time to be in the financial planning...

Robo-advice is slowing, some even say it's dying

May 5, 2016

Good news for all those living, breathing human financial advisers: The robo-advice movement is losing steam. Direct-to-consumer robo-advice may be dying. Here's what lit up the Google searches as Donald Trump became the last Republican candidate...

7 steps to crafting an effective marketing story

May 4, 2016

Have you ever wondered whether you're telling your prospects the right marketing story about yourself and the service you provide? If you're like most financial professionals, you already understand the importance of a story in marketing, but...

Target four types of clients for more referrals

April 26, 2016

Asking certain types of clients for referrals can better an adviser's odds of getting that valuable recommendation that leads to new business. Clients who are retired or near retirement are one of four categories of clients who make the best...

Four signs you need to network more

April 25, 2016

As a financial adviser, you will likely find yourself in a balancing act between servicing your client base and developing new relationships and prospects. But how much time are you spending networking and marketing your personal brand? Are...

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