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Turning celebrity into business
Appearances on local radio and television programs can be powerful business-building tools for advisers.
November Week 2: A motorcycle ride.
It’s time to show client appreciation in a new way this year.
Dealing with the death of a client
It is a busy afternoon, the market is dropping fast, you receive a call that a client has died, and the wake is planned for tomorrow.
Wellness critical for advisers in stressful times
During the past few weeks, I have e-mailed a number of financial advisers.
Green is good for the planet, business
There is a global mandate for business and industry to adopt environmentally friendly practices, but many financial advisers don't understand how going green can benefit their practices.
Captives save business owners money
Through the creation of a captive insurance company, businesses can cut their taxes and increase the value of their estate.
A primer for executing a succession plan
We have all seen the news — succession planning is all the rage in the adviser market today.
Is outsourcing right for your practice?
Once they've built a successful practice, advisers often realize that what got them to that point won't help them reach the next level.
Encourage ‘alternative’ investments
These trying financial times are affecting most Americans. From the steep cost of gasoline, escalating grocery bills and depressed stock prices to rising inflation, falling real estate values and gloomy economic reports, we are all feeling the pinch.
Meeting for productivity’s sake
Most financial advisers consider themselves visionaries.
Make clients’ data meaningful
If you were around in the 1960s, you probably remember feeling that Woodstock changed everything.
Reality show offers recipe for success
Practice management lessons are gleaned from some unusual sources. One obscure well of business wisdom is "Kitchen Nightmares," a reality show on BBC America.
Unlocking the value of your business
If you have operated a financial services firm for more than 15 years, you have seen significant change.
Financial retreats focus on fun
Ask most Americans if financial planning and fun go together, and you will probably hear: "Yeah, right!"
Scalable processes fatten profits
Consistent, replicable and scalable processes can save advisers time and money.
Advisers fault the web efforts of asset managers
While most financial advisers use the Internet for information gathering and interaction, just a third are satisfied with…
Deciding that you need more help
Running a growing practice can be exhilarating — until you have to add personnel to keep up with the work.
You know something is wrong, but what?
Many advisers have founded firms based on their excellent investment and financial skills.
Implement software carefully
A hypothetical adviser I'll call Jim French was excited to implement new financial planning software his firm had introduced.
Refocus clients to big-grin goals
Meeting with clients right now might not be much fun.
