Results for "client prospecting"

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Marketing your practice with purpose

March 15, 2018

With the number of personal financial advisers expected to grow by 15% by 2026, effective marketing and communication strategies can make the difference when winning new clients. As the owner of an independent business, your time and resources...

Advisers use tax planning as a hook to find more clients

March 9, 2018

Most tax professionals will acknowledge that the eight weeks leading up to April 15 is the most exhausting time of year. But some financial advisers are still willing to jump into the grind of tax season because it represents a near-certain...

AARP and NASAA launch find-an-adviser tool

January 3, 2018

AARP and the North American Securities Administrators Association have launched an online tool designed to help the investing public find a financial adviser suited to their needs. The national group for seniors and the state securities regulators'...

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...

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...

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.

8 ways to enhance client meeting preparation to boost outcomes

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...

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...

9 ways advisers can attract millennial clients

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...

7 marketing ideas for the dog days of summer

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,...

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....

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...

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...

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%...

Wealth management firms struggle with lower fees, fewer new clients

June 28, 2017

Wealth management firms are struggling with a drop in fees, scarcity of new clients and little prospect for growth as young investors shun full-service retail firms. Even as the bull market pushed industry assets under management to a record...

Advice firm carves out unit for women investors

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...

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