Take your practice to the next level. With a little advice from the right coaches, watch how InvestmentNews is helping some of the industry’s brightest advisers transform their businesses.
September 01, 2016 | Runtime: 7:13
Watch episode 4 of Practice Makeover and learn simple marketing strategies that you can implement now.
August 29, 2016 | Runtime: 3:19
As Season 5 of Practice Makeover wraps up, Kingsview has big plans for the future. Their focus on growth and customization will undoubtedly lead them to continued success.
August 26, 2016 | Runtime: 4:31
Find out why having a great CRM has allowed advisers at Kingsview Asset Management to differentiate their marketing.
August 02, 2016 | Runtime: 4:40
Great financial advisory firms begin with great technology. Kingsview says it partnered with Redtail to improve its efficiency, but what can you learn from their strategy?
July 21, 2016 | Runtime: 2:55
Kingsview Asset Management in Chicago has expanded thanks to an aggressive and innovative approach to its business. What can you learn from their strategy on this season of Practice Makeover?
January 11, 2016 | Runtime: 6:48
Andrew Besheer, president of advisor solutions at Broadridge Financial Solutions, reflects on the season and the pros and cons of going robo.
January 07, 2016 | Runtime: 12:17
Adding a robo-platform has meant a total overhaul at Archer Investment Management. Three months after we first met them, Matt Archer and Nina O'Neal return to tell us about their progress. What can you learn from their journey?
December 17, 2015 | Runtime: 7:03
Despite their best intentions, coaches and consultants often give advice that advisers have no intention of following. Find out what Matt Archer and Nina OíNeal plan to do, and what they plan to ignore, as they implement a robo-platform.
December 01, 2015 | Runtime: 11:32
You have built a practice the old-fashioned way: one client at a time. Would you be willing to scale your business if it meant changing your approach? Find out how Matt Archer and Nina O'Neal react when they are asked to make some alterations.
November 22, 2015 | Runtime: 11:02
Adding a robo-element means more than flipping a switch. In this episode, coach Ray Sclafani asks advisers Matt and Nina some serious questions that give Matt more confidence in moving ahead with a robo, and open Ninaís eyes to the challenges ahead.