Results for "client prospecting"

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Contrary to conventional wisdom, young investors do want to work with advisers

July 15, 2015

It's often assumed that financial advisers should, and do, devote most of their attention to older, established clients. That's where the assets are. Recent research suggests, however, that advisers would do well to seek and serve younger clients...

Forget ads to attract clients, only one thing matters

July 8, 2015

Dan Moisand thinks advertising to attract new clients is a waste. Giving clients a superior experience and extraordinary advice is the key to business development at Moisand Fitzgerald Tamayo. New clients often come as referrals from existing...

Vanguard plans to offer digital marketing tool for advisers

July 7, 2015

The Vanguard Group Inc., which became the world's largest mutual fund company after an ongoing marketing campaign to woo financial advisers, will launch a service this month to help those professionals to communicate their own value to clients...

5 ways to 'sock' it to your clients

July 1, 2015

Here's a quick story of how I personally created a “Wow” experience to set the stage for how to pull this off in your practice… Recently, I took a trip to Nashville, Tenn., to meet with a business Mastermind group I'm a part of. A few...

The dinosaur in the room – coping with change

June 22, 2015

"It's not the strongest of the species that survives, nor the most intelligent, but the ones most responsive to change." — Charles Darwin “Jurassic World” is making a killing at the box office. Interesting to think about how such powerful...

Why male advisers are still not connecting with female clients

June 19, 2015

C'mon, dudes, you can do better. Male financial advisers still can't find a way to fully communicate with the female half of client couples. Both spouses should be equally involved in family financial matters The stock market looks scary from...

How advisers can boost their client IQ and sales

June 19, 2015

It's common knowledge that the key to success as a financial adviser is to know and understand your clients. But what many advisers fail to recognize is that in order to boost their client IQ, they must first know and understand themselves....

From the C Suite with Wetherby Asset Management CEO Debra Wetherby: Aim to be inspirational, not authoritarian

June 19, 2015

Along the challenging route toward building a $4 billion advisory firm, Debra Wetherby transformed herself into a more patient and nurturing leader. The Syracuse, N.Y., native learned the value of speaking last in a meeting, one-on-one discussions...

Time for RIAs to break out of the cottage industry mold

June 10, 2015

More often than not, RIAs spend all of their time and energy focusing on their clients and very little on the management of their businesses. Mark Hurley and the Fiduciary Network reported that more than 90% of the independent wealth management...

Breaking up (an advisory firm) is easy to do?

June 9, 2015

Three advisers who have lived through both bitter partnership breaks and now an amicable one said the latter is worth the time and effort because it's easiest on clients. A year ago FJY Financial co-founder Dan Joss left the advisory firm he,...

Adviser: Clients won't know you exist without a strong digital presence

June 3, 2015

Josh Nelson can't imagine an advisory firm growing today without a strategic approach to social media and search engine optimization and to crafting a vibrant website. The Keystone Financial Services founder pushes his five-year-old firm to...

Wealthy millennials decline financial advisers' services: survey

May 28, 2015

More than half the wealthiest young Americans do not use financial advisers, according to a survey released Thursday, and wealth managers may be missing opportunities to discuss health, family and financial values with those and other potential...

Firm built on trust responds to the needs of its clients

May 24, 2015

Lewis Altfest started Altfest Personal Wealth Management in 1983 with the goal of being a sort of Consumer Reports for financial planning. He wasn't seeking to offer industry reviews, but he wanted to build a firm based on trust, where clients...

If advisers don't have a defined brand, marketing efforts can fail

May 22, 2015

Branding is an important prerequisite for advisers when creating marketing materials or programs. Without creating a strong brand, your marketing efforts run the risk of being disjointed or inconsistent, and lacking purpose and effectiveness....

Better discovery process key to signing up more clients

May 11, 2015

A California advisory firm that's testing an approach adapted from medical procedures to conduct information discovery with prospective clients has found the interview technique to be effective at closing prospects and determining those who...

Making the most of Facebook for your advisory practice

May 11, 2015

Of all the major social media platforms, Facebook seems to be the one most often questioned as to its value for financial advisers. While there are certainly pros and cons to the site, the fact remains that with 936 million daily active users...

5 reasons why advisers should be targeting Gen X clients

May 5, 2015

If the three largest generation cohorts were the sisters from “The Brady Bunch,” the baby boomers would be Marcia, the oldest and most popular. The millennials would be Cindy, the youngest, needing the most attention. And the forgotten middle...

Regulatory burdens top adviser business concerns

April 30, 2015

Compliance with evolving rules around fiduciary duty, advertising and cybersecurity top the list of risks that financial advisers worry will hurt their businesses in the future. Advisers said the greatest risk to their firms is the difficulty...

Multiple-employer plans provide growth for retirement plan advisers, if they can handle it

April 28, 2015

Multiple-employer plans provide a host of new opportunities for plan advisers, provided they know how to best serve this market of tiny employers. It's no secret that the smallest retirement plans, especially those with less than $5 million...

Entice employees to save for retirement with a creative campaign

April 23, 2015

In the world of retirement plans, automatic features get the job done, but advisers must go further than that if they'd like to get employees interested in saving at work. There is no denying the benefits of allowing participant inertia to get...

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