Results for "client prospecting"

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8 ways to reach the next level of client segmentation

July 17, 2014

Most coaching and consulting companies will tell you that one of the first things you need to do is look at who your clients are from an AUM/GDC perspective. Then you need to segment them: platinum, diamond, gold, A, A plus, B, C, D, or whatever...

Will Junxure Cloud's release prove worth the wait?

July 11, 2014

Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors from PRNewswire. Junxure CRM, an industry-leading practice improvement firm for financial advisers that integrates CRM technology, consulting and training, announced...

11 summer must-reads for advisers - 1. Mindful Money for Wealth and Well-Being

July 3, 2014

Title: Mindful Money for Wealth and Well-Being: Help Clients Strike a Balance in Financial Planning By: Susan Zimmerman Description: Author Susan Zimmerman is a chartered financial consultant and licensed marriage and family therapist. This...

Now is the time for advisers to embrace social media

July 2, 2014

Fear of running afoul of regulators continues to dampen adviser participation in social media. Obstacles remain in place for advisers who want to use social media as a means of developing their voice online, establishing their brand, driving...

As gay rights expand, so does the need for financial advice

June 26, 2014

Legal support of equal rights and benefits for same-sex couples has exploded since the landmark Supreme Court ruling a year ago today that found the Defense of Marriage Act to be unconstitutional. Just yesterday, a federal appeals court struck...

How to handle a scandal

June 13, 2014

With controversies involving personal conduct toppling more than one financial professional in recent weeks, some advisers are questioning how they would — and should — act if their brand was tarnished by scandal. An issue such as the one...

7 ways to refine your niche and boost your business

June 11, 2014

Client acquisition is a key component in any financial advisory business. Advisers and teams who've nailed down a targeted approach to finding clients are well ahead of the game, but what many don't realize is how this process specifically should...

How to let your client expertise shine online

June 11, 2014

You've heard it time and time again, how critical it is to define your niche as a financial adviser and focus on a specific target market. This couldn't be more true for positioning yourself for success online. As an example, my niche specialty...

How far should you go to show off your personality online?

June 10, 2014

One of the best ways for advisers to use their online and social media presence is to show off their personalities. Whether it's a post on Facebook, a quirky article shared on LinkedIn, a tweet or a video on their website, advisers should use...

Why I am true to my personality online

June 10, 2014

I entered the industry at age 22 and was a principal in a successful registered investment adviser by age 27. And, I'm a woman. I felt I had something to prove everywhere I went. I learned how to talk, write and dress “professionally.” I...

Tibergien: Advisers have more to do to win back public's trust

June 6, 2014

In the years since the financial crisis, brokerage executives have spoken repeatedly about the need to restore the public's trust in the industry. But then people leave the conferences and wait for someone else or their company to take action,...

The power of incorporating social media into event planning

June 3, 2014

If you're using social media in your business, don't overlook the power of incorporating it into event planning and management. Using a structured social backchannel allows for real-time participation and engagement, not to mention encouraging...

For Millennials, 'life stops when the iPhone dies'

May 30, 2014

Referring to the very rich of the Gilded Age, F. Scott Fitzgerald wrote, “They are different from you and me.” Likewise, the Millennials and Gen X are different from their baby boomer predecessors. As a tail-end member of the boomer generation...

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...

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...

'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...

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...

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