Results for "client prospecting"

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Digital is the present and future of adviser marketing

May 14, 2019

If you're an adviser, don't ignore the elephant in the room that is digital marketing, or you might find yourself struggling to survive. In our industry, clients leave for other firms, they take distributions and they pass away. In short, there's...

You need $2.3 million to be considered wealthy in America

May 13, 2019

Rich is relative. Merely having a net worth of $1 million, it seems, doesn't mean you're wealthy. In Charles Schwab's annual Modern Wealth Survey, the amount people said it took to be considered rich averaged out to $2.3 million. That, the company...

Advisers need to be more personal on social media

April 30, 2019

Financial advisers are being too corporate on social media, according to a new report by Hearsay Systems, a digital marketing technology firm for the financial services industry. Hearsay found advisers at wealth management firms mostly share...

Only 13% of adult children would use parents' adviser: Cerulli

May 9, 2019

Here's a sobering statistic for advisers who believe they will serve the adult children of aging clients — only 13% of affluent investors report that they choose to work with that adviser, according to new research from Cerulli Associates....

What advisers need to know to serve professional athletes

April 19, 2019

Many advisers would love to serve the market of professional athletes. Young, famous men and women earning large sums of money but often lacking much, if any, experience with investing or planning for the long-term? It's a perfect opportunity,...

The future of advice is hiding in plain sight

March 28, 2019

On March 5, InvestmentNews convened a group of advice industry leaders to talk about the future of advice. I listened, hoping to hear that undiscovered nugget, the silver bullet of success we should fire to capture the rich opportunities discussed...

Boost your reputation with content marketing

March 11, 2019

Getting new clients is all about reputation. Reputation is your most important asset. Doing a great job for your current clients is, of course, the best reputation builder. But to stand out, you need to do more, whether that's an article in...

5 pillars of marketing for advisers

April 17, 2019

For most advisers, marketing is something they aspire to do but never quite find the time, attention or budget to make a priority. After years of talking about marketing with advisers, I have a few theories as to why this is. One is that marketing...

Independent advisory firms plan to increase digital marketing budgets this year

March 15, 2019

Over the past 10 years, independent advisory firms have slowly integrated new technology solutions into their business models. Most firms now have their core tech stack in place: 85% are using a CRM system to manage customer relationships; 83%...

Advisers can increase business while boosting financial literacy

March 27, 2019

Financial advisers are uniquely positioned to deliver personal financial education in the U.S., and the business advantages they glean from doing so will benefit firms for years to come, experts in financial literacy said. The U.S. has the world's...

I started a firm in 1993. Here's how I'd build one in 2019

March 5, 2019

A few weeks ago, I was talking to a group of advisers about how to grow their practices. One of them said, "Scott, it's different for you because you have such a large staff." Granted, maybe some business strategies are a little easier for me...

Stop asking for referrals. You're better than that

December 3, 2018

At the Schwab Impact conference in Washington, I was on a panel discussing client experience. One part of the discussion caused quite a stir in the media, both traditional and social. While sharing our thoughts about wealth management, I made...

Leading to last: Growing an advisory firm so it will continue on

February 28, 2019

Over the past decade, succession planning has become an increasingly potent issue for many RIA firms — including ours. According to Fidelity's benchmarking study, 60% of RIAs either have no succession plan or have one that isn't ready for...

Tax reform can be a growth engine for your advisory firm

December 13, 2018

Business 101 teaches us that in order to grow a business, you need to continually iterate, providing products or services that solve problems and meet the needs of consumers. For millionaire investors, one of the things we found that they needed...

Welcome to the (client) revolution

December 19, 2018

It's time for a better valuation method for wealth management. Most criteria today rely on objective data points — assets under management, number of accounts, product mix or fee-based revenue. They're important measures for sure, but limited...

Is artificial intelligence the next bitcoin?

October 12, 2018

Bitcoin has fallen almost 70% from its peak last year, from around $20,000 to roughly $6,500 currently. Breathless commentary about how bitcoin could become the next global currency has given way to sentiment that it's just another disappointing...

Cetera new facial recognition technology to improve risk questionnaires

February 4, 2019

Financial planning technology took center stage at this year's T3 Adviser Conference, but it was Cetera Financial Group's demonstration of new facial recognition technology that really stood out in terms of a "wow" factor." For my money, Cetera's...

Morgan Stanley wants its advisers to be top of mind for Alexa

December 11, 2018

Morgan Stanley wants to modernize how prospects find its advisers — and that means getting in good with Siri, Alexa and Google. The wirehouse announced Tuesday a partnership with Yext, a publicly traded technology company, offering online...

How to offer the ideal hybrid digital adviser

August 27, 2018

The digital era of financial advice is so new that the landscape is still largely uncharted for many firms. While there are some success stories, there isn't really an authoritative road map on how to best implement a digital advice strategy....

Social media has changed, but here's one thing that never will

March 27, 2019

It was 12 years ago when I started using social media. First Facebook. Then Twitter. Then LinkedIn. Then Instagram. And in between a million other platforms that no longer exist. Just a year after that, I started using social media in a supervisory...

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