Results for "client prospecting"

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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...

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...

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...

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...

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...

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....

Here's where elite 401(k) advisers are focusing their energy

December 5, 2018

Elite retirement plan advisers, the ones most specialized in retirement plans, are primarily focusing on referrals and financial wellness to grow their practices and better service clients. Based on new research conducted by The Retirement Advisor...

5 principles that set apart top-performing advisory firms

August 7, 2018

Independent advisory firms represent $5 trillion in assets under management, and the independent model continues to win considerable market share. According to Schwab Advisor Services' 2018 RIA Benchmarking Study, for firms with over $250 million...

Host the Perfect Client Event

August 1, 2018

Client events can be a lot of work, and there are many factors that come into play that could determine their success. But they are also a very important part of building your business because they can help you strengthen your relationships...

Helpful hints on working with nonprofits

September 27, 2018

If advisers are thinking about developing a niche of advising nonprofit organizations, the first thing one veteran adviser suggests is to take an interest in the objectives of the group. "Have an interest in or be aligned with the mission of...

Salesforce expects CRM to boost cross-channel referrals

September 17, 2018

Salesforce's latest update to Financial Services Cloud, the version of its client relationship management technology tailored to wealth managers, introduced new features, analytics and integrations that the company said will bridge the gaps...

Video marketing: The 21st century version of judging a book by its cover

May 14, 2018

We are hardwired to judge a book by its cover, despite what our parents may have taught us. When it comes to attracting new clients, this is a wonderful truth that very few advisers leverage. In fact, most advisers are marketing their "book"...

Time: An asset to be invested, not spent

May 7, 2018

The investment advice industry is a constantly evolving ecosystem. Few trends, however, are as pervasive as the secular shift from commission-based compensation models to asset-based fee structures. The future of the fiduciary rule may be uncertain,...

New FPA survey reveals characteristics of top advisers

October 3, 2018

Building better relationships with clients is never a bad thing. But the most successful financial advisers also are able to leverage technology to dissect and solve client problems — and then dish out the tough love of delivering straight...

RIAs zero in on golden goose of client prospecting: entrepreneurs

April 13, 2017

When it comes to client prospecting, entrepreneurs are emerging as among the most sought-after niches, which might have something to do with the fact most financial advisers are themselves entrepreneurs. "Entrepreneurs may or may not be wealthier...

Tips for helping special needs families

September 16, 2017

All financial advisers can help put families who have special needs concerns on the right course to planning a lifetime of care. These are the basics.

Yes, technology is important to young investors. But they value advisory relationships, too

April 20, 2018

Increased options for online advice have many wondering how the future of the financial advice industry will be shaped. Robo-advice is gaining traction both in stand-alone platforms as well as direct offerings from advisers. As younger and more...

Marketing your practice with purpose

March 15, 2018

With the number of personal financial advisers expected to grow by 15% by 2026, effective marketing and communication strategies can make the difference when winning new clients. As the owner of an independent business, your time and resources...

Goldman pushes deal-makers to land wealth management clients

July 10, 2018

The best time to get hired to manage a billionaire's money is while your firm is helping to create that fortune. That's the thinking behind Goldman Sachs Group's push to have its deal-makers help the bank's wealth managers land new clients....

How advisers can become small business exit planning specialists

September 20, 2017

Now that we have entered a fiduciary era, it's pretty clear that the most successful financial advisers will focus on creating an advice-centric experience for clients, as opposed to a transactional relationship that emphasizes product sales....

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