Results for "client prospecting"

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A new way to generate referrals

September 7, 2014

Remember that scene in “Jaws” when the shark lunges out of the water and scares the life out of Roy Scheider? Asking a top client for a referral can evoke the same kind of terror: If they give you a name, something will leap out and bite...

How to procrastinate better

September 6, 2014

We'll never get around to figuring out exactly how much procrastination costs Americans. But a new study gives us an idea. When interest rates plunged in the wake of the financial crisis, a fifth of those eligible to refinance their mortgages...

How to assess your business from six critical angles

September 4, 2014

Assessing your business is a mandatory analysis you must make to achieve success. The assessment needs to address where you are today, where you want to be at some point in the not-too-distant future (perhaps three years) and the gaps between...

How technology can transform an RIA

September 2, 2014

The investment advisory business is constantly evolving. Among the many moving parts of this dynamic industry, technology continues to alter the way advisory firms interact with and manage their client relationships. Accordingly, the services...

10 social media do's and don'ts for advisers

September 2, 2014

1. Do: Invest in Social Media Existing on social media is no longer an optional exercise; it's a requirement to legitimatize your firm in the digital world. As financial services social media guru Michael Kitces says, “I am not giving anyone...

Michael Conway: What pro football clients really need

August 29, 2014

One of the secrets for landing highly sought pro football players and other professional athletes as clients is to be ready when they’re available, according to Michael Conway, chief executive of Conway Wealth Group at Summit Financial Resources.

9 ways advisers are working with women

August 27, 2014

InvestmentNews’ latest survey of 377 financial advisers on how successful firms are at attracting female advisers and clients had some surprising results. While many firms are still struggling to solve the riddle of how to interest women,...

Connect with clients by being real

August 22, 2014

For many advisory firms, summer is a fantastic time to work on business strategy. Client engagement tends to slow, which provides opportunity to work “on the business” not “in the business.” Last month, I witnessed some very powerful...

Is fear stunting your growth?

August 20, 2014

If you had no fear, would you be running your business and living your life exactly the way you are today? The following chart will help you determine just how much fear rules you. Take a look at the two columns. How many “Fearful” items...

Ready to engage robo-shields. Make it so.

August 13, 2014

Financial planners who fear losing clients in the future to online investment advice platforms should be taking certain business management steps today, according to a new white paper by the Fox Financial Planning Network. Online investment...

Ready for prime time: Advisers get into launching their own video series

August 11, 2014

As adviser David B. Armstrong tells it, he really got into making movies after he produced a video a couple of years ago to talk about his firm, his military experience and his dog. The video acts as an introduction to Mr. Armstrong, a managing...

Prospect's no is a step closer to yes

August 10, 2014

Prospecting is key to adviser success. It's fundamental. Building a book of business is not easy and very few advisers will say they have either enough clients or enough of the right clients — so they're always interested in new prospects,...

Think offer, not pitch, with mobile ad messages

July 28, 2014

Financial advisers should be thinking about what they can offer the wealthy woman sitting in bed at 10 p.m. searching “best city to retire” or the stressed out executive googling “should I rollover my 401k?” Mobile advertising provides...

Betting on your business, the best odds in the house

July 23, 2014

Imagine you just stepped off a plane into the hot desert air of Las Vegas. As you drive down the Strip, you can already feel the excitement and anticipation growing. After checking into your hotel, you decide to try your luck at the slot machines....

5 ways to improve your tech evaluation process

July 18, 2014

Without careful planning, your technology can become more of a “ball and chain” than a means of growing your practice. Before you know it, you'll have several very different applications, a web of data passing between systems and a list...

8 ways to reach the next level of client segmentation

July 17, 2014

Most coaching and consulting companies will tell you that one of the first things you need to do is look at who your clients are from an AUM/GDC perspective. Then you need to segment them: platinum, diamond, gold, A, A plus, B, C, D, or whatever...

Will Junxure Cloud's release prove worth the wait?

July 11, 2014

Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors from PRNewswire. Junxure CRM, an industry-leading practice improvement firm for financial advisers that integrates CRM technology, consulting and training, announced...

11 summer must-reads for advisers - 1. Mindful Money for Wealth and Well-Being

July 3, 2014

Title: Mindful Money for Wealth and Well-Being: Help Clients Strike a Balance in Financial Planning By: Susan Zimmerman Description: Author Susan Zimmerman is a chartered financial consultant and licensed marriage and family therapist. This...

Now is the time for advisers to embrace social media

July 2, 2014

Fear of running afoul of regulators continues to dampen adviser participation in social media. Obstacles remain in place for advisers who want to use social media as a means of developing their voice online, establishing their brand, driving...

As gay rights expand, so does the need for financial advice

June 26, 2014

Legal support of equal rights and benefits for same-sex couples has exploded since the landmark Supreme Court ruling a year ago today that found the Defense of Marriage Act to be unconstitutional. Just yesterday, a federal appeals court struck...

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