Results for "client prospecting"

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Marketing leaders invest 33% more than other advisers, Fidelity survey finds

April 16, 2015

Financial advisers serious about growth need to invest cash and time. Advisers who are marketing leaders spend about 2.4% of revenue to marketing and business development, compared with 1.8% of other advisers, according to a Fidelity Clearing...

Tony Robbins' 4 pieces of advice for financial advisers

April 15, 2015

Shortly into my one-hour podcast conversation with Tony Robbins last week it was clear: this man is connected! Mr. Robbins mentioned he spoke to Ray Dalio, head of the world's largest hedge fund, just hours before my conversation. A few days...

Are low-cost subscription pay models even viable?

April 7, 2015

Northwestern Mutual's impending acquisition of LearnVest, an online advice platform that also provides one-on-one financial counseling through advisers, has raised discussion about the long-term viability of using low-cost, subscription-based...

Focus Financial invests in $600 million wealth manager

April 6, 2015

Focus Financial Partners, the deep-pocketed investor in financial-advisory businesses, said Monday it has taken a stake in a 45-year-old firm managing $600 million in assets. Under Focus' umbrella, the Savannah, Ga.-based Fiduciary Group plans...

Adviser explains his process for creating a successful niche practice

April 6, 2015

Scott Oeth could have taken his advisory career in several different directions nearly a decade ago when he decided he wanted to develop a niche practice. Formerly a competitive volleyball player, Mr. Oeth had a nice collection of blockers and...

The hidden cost of reducing your practice's marketing budget

April 3, 2015

When I ask advisers to tell me the biggest cost in their business, they usually point to things like the wages they pay their support staff, the monthly lease for their office space, or the dollars they pour into their marketing programs. All...

How to become a more referable adviser

March 30, 2015

Client referrals are a vital component of growth for all businesses, especially financial advisory practices. If a client likes a product or service and believes in the company behind it, he or she will probably tell someone else. However, clients...

Advisory fees rise above 1% after bottoming in 2013

March 30, 2015

Fee-based pricing is on the upswing after falling for several years and landing under 1% in 2013, a new report shows. Advisers charged an average of 1.02% on client assets in 2014, compared with 0.99% the previous year, according to a PriceMetrix...

Employer objections stand in way of 401(k) plan success

March 27, 2015

Sometimes employers themselves are the biggest obstacle to helping workers save for retirement at work. It's been well established that automatic features, including auto-enrollment and auto-deferral increase, increase the number of employees...

Growing minorities offer opportunities for advisers

March 27, 2015

Research on the financial attitudes of wealthy investors suggests advisers may have significant marketing opportunities among various racial groups. Today, about 17% of the U.S. population is Hispanic, 13% is African-American and 5% is Asian,...

How to develop advocates for consistent, ideal referrals

March 25, 2015

Monument Wealth Management depends on its "advocates" for 90% of its new business, so president and co-founder Dean Catino spends much of his days keeping investment banking and other professionals up to speed on what his firm has to offer them....

4 ways to strengthen relationships with affluent women investors

March 18, 2015

For the past five years, we’ve conducted our Rebuilding Investor Trust studies to find what’s important to affluent investors, from their financial lives to their relationships with their advisory firms and advisers. The fourth edition of...

Avoiding the fate of Kodak while learning the lessons of Apple's game changer and Uber's meteoric growth

March 11, 2015

Did you know Kodak invented the product that eventually put them out of business? It's true. Kodak invented the digital camera way back in 1974. So if Kodak invented the digital camera, why did it go out of business? Simple. Kodak officials...

How a uniform client service plan can help a fledgling firm grow

February 27, 2015

Every year, many young and mid-career professionals make the move into the wealth management industry hoping to help individuals and families make the best financial decisions. While wealth management can be an exciting and rewarding field,...

Vanguard may expand fast-growing virtual investing service to advisers

February 25, 2015

As Vanguard Group Inc.'s virtual investing platform grows exponentially, the firm is considering offering a version of it to financial advisers, an executive at the firm told InvestmentNews. Assets in Vanguard's Personal Advisor Services increased...

A numbers-based approach to bringing in more client assets

February 13, 2015

Upon ringing in the New Year, successful advisers set their sights on new goals, many of which focus on bringing in new assets. What's your goal? Are you trying to bring in $10 million, $20 million, or even $30 million in new assets? As much...

George Kinder's holistic approach now available in an automated version

February 11, 2015

The father of holistic planning has automated his process for helping individuals figure out the most important things in their lives, essentially robotizing the first few steps of the life planning process he created almost 20 years ago. “Everyone...

Lessons from Brian Williams: Is it ever OK to lie to clients?

February 11, 2015

The lightning pace at which NBC News anchor Brian Williams lost credibility with the public is a cogent reminder to advisers that even a tiny fib can breach trust or confidence. Advisers should avoid telling clients even so-called white lies,...

Top-performing firms invest big in technology — a critical driver of success

February 11, 2015

As we dive into the results of the 2015 InvestmentNews Adviser Technology Study and begin analyzing the data, one of the first steps is to identify the "top performers." By focusing on this group we can gauge how their success, typically defined...

Daniel Kahneman's top advice: Don't churn accounts

February 10, 2015

Asked to crystallize a career of studying how people think into one bit of guidance for financial advisers, the Nobel laureate Daniel Kahneman didn't hesitate. His advice: "Don't churn" accounts and trade too much. "Don't trust your own confidence,...

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