Practice Makeover

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.

Episode 4: Is your marketing addressing what makes you unique?

September 01, 2016 | Runtime: 7:13

Watch episode 4 of Practice Makeover and learn simple marketing strategies that you can implement now.

Episode 5: What’s next for Kingsview

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.

Episode 3: How can I know my clients better?

August 26, 2016 | Runtime: 4:31

Find out why having a great CRM has allowed advisers at Kingsview Asset Management to differentiate their marketing.

Episode 2: How to find (and utilize) the right technology hub

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?

Episode 1: Building a better practice with technology, marketing

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?

Episode 7: What did we learn about going robo?

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.

Episode 6: More than robo: 'This was a complete practice makeover'

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?

Episode 5: I would do anything for robo (but I won’t do that)

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 O’Neal plan to do, and what they plan to ignore, as they implement a robo-platform.

Episode 4: Does adding a robo mean reshaping your practice?

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.

Episode 3: The overwhelming realities of adding a robo-platform

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 Nina’s eyes to the challenges ahead.

 
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