Results for "client servicing"

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Creating a niche practice makes it easy to build business

June 19, 2011

James Barnette Jr. never had trouble getting clients, largely because he focused on a very specific niche: providing retirement plans to American educators who work abroad. In his previous career, he lived in a small German town — Geilen Kirchen...

Bring your practice into focus

January 16, 2011

Want to find out what really is on your best clients' minds? Can their ideas improve your business? Sometimes the best way to find out is just to ask. In addition to listening intently to what clients say in one-on-one meetings, a great vehicle...

Focus Financial picks up $575M RIA

January 12, 2011

Pettinga Financial Advisors Inc. has joined Focus Financial Partners LLC. The registered investment advisory firm based in Evansville, Ind., has about $575 million under management. Terms of the arrangement, which was announced Tuesday, were...

The next frontiers in wealth management

January 9, 2011

As we enter the New Year, financial advisers are probably asking themselves about the strength of the recovery and whether their firm is positioned to capture new clients and talent. These are important short-term issues, but wealth managers...

Northern Trust launches gay, lesbian wealth management biz

January 5, 2011

Northern Trust Corp. long has championed its conservative heritage as a 121-year-old financial institution that eased through the Great Depression and most recently the Great Recession. But old dogs are learning new tricks, as Chicago's largest...

Twitter, Facebook rules leave reps with little to say

December 3, 2010

Social media sites such as LinkedIn and Twitter are redefining the way businesses reach their customers. Securities firms are largely absent from the revolution. Regulators and company rules at brokerages have slowed the adoption of social media...

Growth area for advisers: 'Accidental entrepreneurs'

November 14, 2010

Deep job losses from the Great Recession, combined with dried-up job markets, have created a class of “accidental entrepreneurs” — people who start businesses because they have few other options. Financial advisers, seeing more and more...

InvestmentNews Digital: The Golden Years

September 18, 2010

InvestmentNews' assistant managing editor Robert Hordt sits down with financial adviser Greg Olsen, a partner at Lenox Advisors, to discuss some of the challenges that come with advising clients in their 60s and early 70s. They also dive into...

The perfect number of clients? Survey offers an answer

September 9, 2010

For advisers, having too few clients can be a dire situation. On the other hand, having too many clients comes with its own traps, snares and pitfalls. So just how many clients is the right number of clients? Obviously, that figure varies from...

What do female clients want from their financial advisers? R-E-S-P-E-C-T

July 30, 2010

Male advisers: It may be time to reassess. In a survey released this week by The Boston Consulting Group, more than half of the respondents – affluent women — said that wealth managers could do a much better job of meeting their needs. The...

Clients acting irrationally? Hire a therapist - for them

July 11, 2010

Forget about pulling out that straight-backed chair when a client walks into the office; these days, some financial advisers are directing clients to the couch. Amid all the chaos and anxiety wrought by the tumultuous stock market and murky...

RIAs see sizable drop in revenue per client

July 7, 2010

It was another tough year to be a financial adviser — or at least, that seems to be one of the takeaways from Charles Schwab Corp.'s much-anticipated RIA benchmarking study. In the study, which was released today, Schwab found that, on average,...

Guess how many advisers are talking to clients now

May 7, 2010

Thursday's stock market whipsaw sent many financial advisers into client management mode — fielding calls and sending out e-mails as the Dow Jones Industrial Average briefly tested a record 1,000-point drop. About half of 1,148 advisers polled...

Looking to calm your clients? Test out a dachshund

March 30, 2010

No client enters McNamara Financial Services Inc. without being greeted by the friendly barks of three energetic dachshunds. It may be unconventional, but this family-owned advisory firm has used the three dogs — Dash, Brooklyn and Trot —...

Advisers prep antidotes for tax hike

March 28, 2010

Investor concern over the cost of health care reform is likely to manifest itself in a flood of questions to financial advisers about how best to protect assets from an expected hike in taxes. In preparation, advisers are weighing several solutions,...

Seven things you should know about advising 30-somethings - Lifestages: The 30-something client

March 4, 2010

In a four-part series called Lifestage that begins today, InvestmentNews is exploring those same issues with four segments of the investment advice market. We want to learn what makes the people in these demographics tick and to explore their...

Prospecting for clients? Try beer

February 24, 2010

Investment adviser Richard Feight admits he's not very good at brewing beer, but he's found that the hobby helped him build business connections and network with clients. A few years ago, Mr. Feight, owner of IAM Financial LLC, bonded with one...

Service levels: Getting the message out

February 23, 2010

I was reminded yesterday of the importance of communication — in an unusual way — as I checked out of a hotel in Miami where I was attending a meeting. I noticed that the person standing next to me looked familiar. Turns out it was John...

Defining platinum-level services

February 16, 2010

Last week, I found myself among thousands of snow-stranded travelers on the East Coast trying to get home. After countless hours of waiting in lines and hoping to get on as a standby to Chicago, I landed a seat on an extra flight United Airlines...

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