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How to use technology for business development

April 25, 2017

Deploying certain technologies can be more effective at business development than hiring an additional planning professional. Systems that help financial advisers find connections to appealing prospects and digital marketing tools that automatically...

Expedite your sales with an organizational revamp

April 18, 2017

Jenny, an adviser at a $350 million financial planning firm in Southern California is a highly prolific networker in her community. She attends charity events, belongs to multiple boards, is heavily involved at her church, has recently been...

7 social media mistakes financial advisers should never make

April 18, 2017

Financial advisers should have some sort of social media presence. Think about it. There are more than 1.8 billion active users on Facebook alone. It is the most popular app used on smart phones. However, as great as social media can be for...

Robo-advisers offering incentives to attract new clients

April 13, 2017

The methods the nation's robo-advisers are using to attract new assets range from exposing how their algorithms improve performance and lower costs to straight out offering cold, hard cash. Free robo-adviser WiseBanyan pledges $20 for new clients...

Pepsi's Kendall Jenner TV ad misstep could happen to advisers

April 7, 2017

Pepsi's response to the outcry this week over its television ad featuring Kendall Jenner and protesters offering a soda to police is a reminder to advisory firms of the benefits of having a crisis communications plan. Communication professionals...

Top 10 financial firms ranked by investor satisfaction

April 6, 2017

Which financial firms make investors happiest? J.D. Power once again set out to answer that question with its annual “U.S. Full Service Investor Satisfaction Study.” Financial firms were ranked based on a January 2017 survey of 6,500 investors...

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...

10 steps to establishing a social media presence

April 3, 2017

You signed up for LinkedIn in 2009 but haven’t logged in since 2010. And why would anyone even want to consider Twitter? Just because everyone you know uses social media regularly and you don’t doesn’t mean it’s too late to get on board....

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...

RIAs take a soft approach to cross-selling

March 10, 2017

Registered investment advisers are under increased pressure to grow their business and deepen client relationships, which forces them to sell their full spectrum of services to as many clients as possible. Thus, RIAs have become masters of the...

Doing a better job articulating adviser value

March 5, 2017

As we continue​ exploring how to unleash adviser potential, let's recognize something important: You're probably doing a supremely mediocre job of articulating your value proposition. Recently, I googled "wealth management firms" and selected...

Digital marketing strategies take years to perfect, but can yield prospects galore

February 28, 2017

Financial advisers revere the idea of new business leads coming to them instead of them having to pursue prospects, but successful inbound marketing requires a focused strategy and trial-and-error that can take years to perfect. At McLean Asset...

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...

Dominate your social media in an hour a week

February 16, 2017

What if I told you that you can spend less than an hour a week and have content for all your social media platforms by using a simple process I can teach you right now? This process has really helped me get more content pushed out across many...

Time Inc. starts personal finance video venture

February 6, 2017

The publisher of Fortune, Money and Sports Illustrated has launched Coinage, a video-first brand covering personal finance that will run on 22 Time Inc. sites. In a press release, the company said that Coinage will feature 600 videos this year,...

TD's Nally urges evolution of RIA fee model

February 2, 2017

Financial advisers should rethink the way they charge clients, as service expectations and needs have evolved, the head of a large custodian told advisers Thursday. Registered investment advisers that charge a fee based on a percentage of assets...

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...

Betterment now offering human advice with its robo

January 31, 2017

Betterment is the latest digital financial advice firm to incorporate live planners into their business model, as the line between traditional and robo-advisers continues to blur. The New York-based firm has hired about a dozen financial advisers,...

Advisory firm PagnatoKarp expands concierge services to smaller clients

January 27, 2017

It isn't just ultra-wealthy clients today who have access to concierge services through financial advisory firms. With competition for clients heating up and pressure on fees, some advisers are reaching down to clients with fewer resources to...

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