Results for "marketing"

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Firms need to communicate better with their valued advisers

November 7, 2019

There are a host of reasons why advisers choose and then ultimately stay with — their firm, with geography, culture and product availability being among the most common. Perhaps no consideration, however, is as important as service. While...

SEC proposes allowing advisers to use testimonials, endorsements in ads

November 5, 2019

The Securities and Exchange Commission has proposed revising its advertising rules for investment advisers for the first time in nearly 60 years, allowing them to post testimonials, endorsements and third-party ratings on social media. Under...

Navigating the RIA ecosystem

October 31, 2019

Picture a tree in a forest. You're likely picturing this tree as a singular entity. But, there's a vast and unseen network of interconnectivity beneath the surface. Several years ago, scientists discovered that trees communicated through their...

Florida's Broward Health pulls $93 million from Ken Fisher

October 31, 2019

The Broward Health system in South Florida, responding to lewd comments made by money manager Ken Fisher, pulled the $93 million it has invested with his firm. The board voted Wednesday to terminate its association with Mr. Fisher's company...

Building an emotional connection can grow your business

October 31, 2019

Financial professionals are often eager to gain new clients but less keen on asking for referrals. By focusing on emotionally connecting with their current clients, advisers may be able to generate more organic word-of-mouth recommendations....

What value do you add? Start by communicating

October 29, 2019

Our industry is changing. Asset allocation is now a commodity, investors are flocking to passive investments and the historical discount brokerages are offering financial planning. So the question independent advisers should be asking themselves...

Closing the retirement savings gap for employers and employees alike

October 24, 2019

In today's low unemployment rate environment, competition for top talent is fierce. So how can businesses owners compete to attract and retain quality talent? And how can financial advisers help them do this? Ultimately, the solution lies in...

4 areas advisers should investigate before leaping to another firm

October 24, 2019

Anyone who's ever switched jobs — or entered into marriage — has thought "this isn't what I expected." Often, advisers join a new firm with high hopes of serving their clients better while also growing their business, only to become disillusioned...

Sell but stay, and watch your business grow

October 15, 2019

I spoke at a conference recently, and I couldn't help but notice the advanced ages of many of my peers. The fact is that our industry is full of advisers who are approaching retirement age. And, in speaking with them, I learned that a few have...

Using technology to manage investor behaviors

October 15, 2019

As a financial adviser, how do you measure the value you deliver to your clients? Or more importantly, how do your clients measure the value you deliver to them? Is it just about performance? Or is it more about the intangibles — about helping...

Enhancing financial advice with model portfolios

October 11, 2019

Shifting demographics, changing attitudes toward advice, and growing regulatory and compliance requirements are placing greater demands on financial advisers to generate more efficiencies and economies of scale to meet their goals. Despite these...

Could Reg BI be a business opportunity?

October 4, 2019

The SEC's recently adopted Regulation Best Interest has spurred many industry participants to focus on the challenges for compliance. Often the typical response to a new regulation is to ask: "What can we do to satisfy this regulation and keep...

A better set of performance metrics for RIAs

October 3, 2019

As in every field, financial advisers have a standard set of metrics they use as a barometer for success. Think of times you've met a fellow adviser. To get a sense of her firm, you likely asked about its assets under management, its growth...

The practice of gratitude

October 2, 2019

I've attended many retirement events for advisers, honoring them for their work with their clients through the years. They are always wonderful occasions, but I'm often surprised how hard it seems for many honorees to gracefully accept the positive...

Closing the gap between perception and reality in financial planning

September 19, 2019

The rumored multiples paid for the recent purchases of financial planning firms like MoneyGuidePro and Advizr — 25 times revenue — have been eye-popping. Envestnet reportedly spent over $500 million for MGP, while Orion paid $50 million...

RIAs put marketing, technology and growth on the docket for 2020

September 13, 2019

As the year closes in on the fourth quarter, some financial advisers are ramping up plans to become more competitive in 2020. And for most, it's not the financial markets or the outlook for the economy they're focusing on. "Economic cycles will...

Improving client satisfaction with successful communication

September 4, 2019

Working with a financial adviser provides enormous benefits to clients, helping them efficiently manage their money, grow their savings and achieve their financial goals. While each client may have different needs and expectations, they all...

When your growth stalls

September 4, 2019

I recently met an adviser who, even though he ran a thriving practice, voiced a desire to make his business grow. But while he had plans in place to bring in new clients, he'd done almost nothing to acquire them. Why? In an all too common scenario,...

Understanding your digital strategy is the first step to dominating online

August 1, 2019

Financial portfolios are unique, and so are digital strategies for lead generation. Advisers have different options for marketing themselves online, and those options can be tailored to meet your unique goals. The first concept that every adviser...

Bull market malaria and other advisory firm ailments

July 17, 2019

The stock market's historic bull run is masking the impact of industry disruptions. Take a moment to check whether your organization is vulnerable to any of the following conditions. Bull market malaria. Markets seldom fall for no reason, and...

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