Results for "client prospecting"

Displaying 301 results

Sort: Date | Relevance

Author:

5 counseling steps to make better financial planning clients

April 24, 2017

Widely viewed as the softer side of financial planning, financial counseling is gaining traction as the latest adjunct to holistic advisory practices. Some firms are using counselors for referrals, while others are employing techniques to get...

Setting a new price for financial adviser services

April 22, 2017

Price is the amount of money expected, required or given in payment for something; value is what something is worth, the level of regard in which something is held. Financial advisers should remember a key truth about their relationship with...

Financial counseling adds new area of expertise to financial advice industry

April 21, 2017

Most financial advisers are well versed in areas like asset allocation, tax management and performance calculations, but tend to be less fluent when it comes to talking to clients about things like spending habits, budgeting and a general relationship...

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...

Financial advisers should focus on millennials, not baby boomers, says J.D. Power

April 6, 2017

For advisers looking for money in motion, it's time to stop concentrating on baby boomers and focus on attracting millennials — and retaining them. That's the message in the results of the latest J.D. Power Full Service Investor Satisfaction...

Advisers underwhelmed by LinkedIn's matching tool

April 4, 2017

Financial advisers award LinkedIn's Pro-Finder service a poor grade so far in terms of helping them identify worthy prospects who have become clients. But they're not giving up hope on the business development tool. About a year ago LinkedIn...

How independent broker-dealers can help advisers win new clients

April 3, 2017

Through the years, one of the differentiating elements of the independent retail financial advice space has been that independent financial advisers are almost entirely responsible, at the end of the day, for engaging and winning new client...

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...

Lessons advisers have learned on preventing elder financial abuse

March 31, 2017

Sixty-two percent of financial advisers surveyed by InvestmentNews have seen or suspected financial abuse of an elderly client at least once, but 56% of those respondents did not report their concerns. Here are some of the lessons advisers have...

Should your firm offer a robo-advice platform? Here's what your peers are doing

March 23, 2017

The latest research from InvestmentNews finds that offering a robo-advice platform may not be right for all advisory firms, but all firms can learn how to harness technology to offer innovative service. The following is an excerpt from the "2017...

How independent financial advisers can build practices that thrive regardless of DOL fiduciary rule outcome

March 14, 2017

When it comes to the Department of Labor's fiduciary rule, financial advisers continue to feel considerable uncertainty driven by the recent complexity of presidential directives and federal court decisions. Beyond the general sentiment of DOL...

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...

4 ways to position your practice to attract more high-net-worth clients

March 1, 2017

Changes in demographics, technology and regulations have commoditized traditional core client-service offerings among retail financial advisers. Everything from asset management to fund selection to asset allocation strategies are no longer...

5 ways to build quality financial plans amid DOL fiduciary rule uncertainty

February 27, 2017

As advisers grapple with an uncertain regulatory environment, increased competition and fee compression, it's imperative for them to focus on strengthening client relationships. One of the best ways to do this is by creating and implementing...

Advice firms adapt to millennial advisers who want to help their peers

February 23, 2017

Young financial advisers are helping to convince the leaders of traditional planning firms that making their financial services more palatable to Next Gen clients will pay off. Seeking to serve their peers, many young advisers are persuading...

Client communication strategies for uncertain markets

February 22, 2017

We've recently seen financial media publish articles that directly contradict each other. Some outline the strengthening of the U.S. economy and the associated market reactions, while others outline rising debt levels and historically high P/E...

8 social media etiquette mistakes firms should avoid

February 17, 2017

Common online habits and marketing strategies of advisers may be breaking all the digital rules without them even knowing it. Scott Steinberg, author of Netiquette Essentials, which was recently updated, said firms should avoid making these...

U.S millionaire households hit 6.8 million

February 16, 2017

Households with $1 million or more in investible assets now number 6.8 million, up about 4% from the 6.5 million millionaire households last year, according to an annual study released today by Phoenix Marketing International. While the overall...

Adviser's Consultant: Creating a new service for clients with smaller nest eggs

February 15, 2017

Brandon Johnson decided that so many of Johnson Financial Group's family office clients were asking if the firm could help their less wealthy friends, neighbors and relatives that he'd create a new business to serve them. The 15-year-old multi-family...

Time for financial advisers to reimagine their offices

February 1, 2017

A slew of articles in several media outlets from CNN to TechCrunch have recently highlighted a medical disruptor called Forward that opened its first “doctor's office” in San Francisco in mid-January. I think it holds an important perspective...

Next Page »

1 | 2 | 3 | 4 | 5 ... 16