A 5-Step Process to Utilize Your Existing Technology: Level 3 – Building Processes Into Your CRM
In the third post in our series, we focus on how to build processes into your customer relationship management software. It's easier than it sounds.
HighTower Grabs Merrill Advisors With $800M in Florida
Merrill Lynch lost $800 million in AUM and three top advisors to HighTower Partnership.
Battered Morgan Stanley Breakaway Advisor Fights Back
Breakaway advisor James Eastman tells ThinkAdvisor how Morgan Stanley read his email and “painted” his compliance record when he tried to leave.
Wells Fargo Names Digital Chief, Shares IT Growth Plans
Wells Fargo Advisors says it is “making its most significant technology investment in a decade.”
Wealth Firms Adding Indie, Wirehouse Reps
A number of successful advisors are switching channels and broker-dealers at a quick pace in midsummer.
Hearsay Social to Support LinkedIn’s Sales Navigator
Social-media focused sellers are 51% more likely to beat their quota than traditional sellers, according to one survey.
Wirehouse Fees & Commissions: Who’s On Top? — Q2 2014
In the second quarter, Merrill lost its spot as the wirehouse with the top-producing reps.
UBS Profits Up Despite Regulatory Fines: Q2 Earnings
UBS profit beat estimates despite muted client activity and charges resulting from litigation and regulatory matters.
Sontag Joins Board of Focus Financial; Bruton In as Lucia Capital CEO
These growing firms aim to add more advisors — and business — from the wirehouses, as well as from independent firms.
Client Calendars Show Clients How Much You Do for Them
Client service calendars let your clients know that you and your firm are actively taking care of their finances throughout the year.