Watch breaking news videos and read news updates about your practice on investmentnews.com
An adviser's toughest job: Telling a client the truth
Yahoo recently posted an article about the oldest living person in the world, a smiling 116-year old great-great-grandmother living in a retirement home for the last 18 years. Her surviving children are 92 and 94. It made me think about the worst conversations we can ever have with a prospective
You have found your first CPA partner … Now what?
Now that you've made the decision to form a revenue-sharing relationship with an accountant, attorney, a P&C firm, or a bank/credit union professional partner, you are undoubtedly thinking about the first steps you should take in establishing this new relationship.
Selling the least profitable part of your wealth management business
Selling smaller client relationships allows advisers to slow down but stay in the game a little longer. It's not easy but more are taking the plunge.
Why customer service reps are the backbone of your firm
When it comes to building your advisory practice, Scott Hanson says that you'll greatly accelerate your growth by partnering with highly trained customer service representatives.
Creating a careful work/play balance
But this stark contrast between business and structured enjoyment reveals something really important about the culture in which we operate.
Advisers' enemy: Time management
Firm owners need to learn to delegate tasks and take advantage of workflow efficiency.
7 ways to ensure your big event doesn't bomb
At some point in all of our careers, most of us have probably felt a little like Peyton Manning did on Super Bowl Sunday. Maybe you've planned a big event, done all the preparation, spent significant money on direct mail, and picked out a nice venue only to have your prospects not show up. So what
The adviser of the future: 3 trends of tomorrow
The future of business is being determined at breakneck speed. Joe Duran says that the companies of tomorrow are tapping into a few deep-seated human desires today.
Broker pay reform would benefit investors, financial analysts say
Link compensation to investment outcomes, majority of CFA holders say in survey.
David Lee Roth on how to get a jump on building your business
David Lee Roth, former lead singer of Van Halen and the quintessential decadent rock 'n roller, knows a thing or two about business.
Reducing the costs (and hassles) of expense reporting
Few things are more deflating than coming back from a very productive trip and having to fill out expense reports, but with Finra cracking down it is essential to find the right tools to protect you and your business.
Merging for the right reasons: Fundamental considerations for RIAs
Many independent RIAs would be able to serve clients better if they combined their resources with like-minded advisers.
How to attract prospects who are right under your nose
Elusive new prospects are closer than you think – two advisers find success incorporating hobbies and COI.
What top Olympians and top advisers have in common
The Olympians at Sochi have this. Peyton Manning has this. Top performers from around the world in sports, music, and even business have this. Most financial advisers should have this, but they do not. What is it?
The beauty of truth
Surely nothing could matter more to clients than advisers seeing the truth and helping client to live their truth. Unfortunately, there are a couple of roadblocks that stop advisers from really living up to the promise and the beauty of truth.
Explore your opportunities and be informed for your next move.
February 27, 2014