Results for "client prospecting"

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Fisher Investments won't take no for an answer, prospects say

November 1, 2019

The hard selling was relentless, even infuriating, prospective customers said. Marketers called their homes, spammed their work email and impersonated friends, colleagues and government officials. "CALLS REPEAT EVERY DAY. I SUBMIT A COMPLAINT...

Volatility expected to rise in 2020, say ultrahigh-net-worth investors

November 1, 2019

Nearly two-thirds of ultrahigh-net-worth investors expect volatility to increase in the next twelve months, and a similar number say that market volatility will increase their likelihood of working with an adviser. [Recommended video:​ Clients...

Building an emotional connection can grow your business

October 31, 2019

Financial professionals are often eager to gain new clients but less keen on asking for referrals. By focusing on emotionally connecting with their current clients, advisers may be able to generate more organic word-of-mouth recommendations....

Private bankers are chasing the uber-rich in Germany

October 28, 2019

Its economy is contracting and the nation's largest lenders are a mess. And yet banks from BNP Paribas to JPMorgan Chase & Co. are scrambling to win business from Germany's ultra-wealthy. Deutsche Bank, Goldman Sachs and Rothschild & Co. are...

4 areas advisers should investigate before leaping to another firm

October 24, 2019

Anyone who's ever switched jobs — or entered into marriage — has thought "this isn't what I expected." Often, advisers join a new firm with high hopes of serving their clients better while also growing their business, only to become disillusioned...

Zero-fee trading was a warning shot. Asset management is next

October 18, 2019

Over the last few weeks, we've seen broker after broker abolish its commission trading fees. Interactive Brokers was the first to reach the zero-fee finish line and the rest have followed suit, with Charles Schwab's move triggering action by...

Enhancing financial advice with model portfolios

October 11, 2019

Shifting demographics, changing attitudes toward advice, and growing regulatory and compliance requirements are placing greater demands on financial advisers to generate more efficiencies and economies of scale to meet their goals. Despite these...

Goldman targets rich Europeans

September 23, 2019

Goldman Sachs is making another go at a business that not so long ago fell out of favor with U.S. banks: catering to the super wealthy, from Switzerland. Over the next three years, the U.S. investment bank plans to hire more than 30 wealth advisers...

XY Planning Network firms wonder if group can support them long term

September 16, 2019

The five-year-old XY Planning Network is looking to deepen its relationships with financial advice firm members that question the network's value long term. During a question-and-answer session last week with XYPN co-founders Michael Kitces...

Financial education for college students can also benefit families

September 13, 2019

Financial literacy is a key driver of personal financial security and success, and it has implications for our country's economic strength, as well. Yet far too many Americans, including college students, lack the financial knowledge they need...

RIAs put marketing, technology and growth on the docket for 2020

September 13, 2019

As the year closes in on the fourth quarter, some financial advisers are ramping up plans to become more competitive in 2020. And for most, it's not the financial markets or the outlook for the economy they're focusing on. "Economic cycles will...

Advisers need new planning tools to help growing self-employed workforce

September 12, 2019

While the so-called "gig economy" receives the bulk of media attention, Uber drivers and Task Rabbit laborers remain a fraction of the 20 million full-time self-employed people working in the U.S. It's these contractors, real estate agents and...

10 ways to create a memorable client experience

September 11, 2019

Successful financial advisers are differentiating themselves with small, inexpensive touchpoints that strike a personal chord with their clients and taking other key steps to create a "five-star" experience for clients. Advisers can wow their...

When your growth stalls

September 4, 2019

I recently met an adviser who, even though he ran a thriving practice, voiced a desire to make his business grow. But while he had plans in place to bring in new clients, he'd done almost nothing to acquire them. Why? In an all too common scenario,...

New SEC videos aim to help investors identify brokers vs. investment advisers

August 15, 2019

Investors trying to decide whether to hire a broker or an investment adviser can now turn to the Securities and Exchange Commission's website, where the agency posted videos on Thursday designed to highlight the differences between them. The...

Understanding your digital strategy is the first step to dominating online

August 1, 2019

Financial portfolios are unique, and so are digital strategies for lead generation. Advisers have different options for marketing themselves online, and those options can be tailored to meet your unique goals. The first concept that every adviser...

CFP Board omits thousands of regulatory, criminal problems of its certificants on consumer site: WSJ

July 29, 2019

A website maintained by the Certified Financial Planner Board of Standards Inc. to help investors find a CFP fails to list regulatory and criminal misconduct and customer complaints for thousands of its credential holders, according to a Wall...

The wealth management circle of life

July 18, 2019

It's no secret that there's $30 trillion that's expected to be passed down from baby boomer parents to their Generation X and millennial children over the next 30 years. This vast movement of wealth is reminiscent of the point in "The Lion King"...

What to copy from Personal Capital's client experience

July 17, 2019

The rise of robo-advisers like Betterment and Wealthfront lit a fire under traditional advice firms to start modernizing their technologies to improve the client experience. Personal Capital may not be the largest of such firms but it's the...

Bull market malaria and other advisory firm ailments

July 17, 2019

The stock market's historic bull run is masking the impact of industry disruptions. Take a moment to check whether your organization is vulnerable to any of the following conditions. Bull market malaria. Markets seldom fall for no reason, and...

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