How to Sell Your ‘Invisible’ Services to Prospective Clients
A 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
Bank of America Mixed Serious Banking and Fun Swaps
There is a widespread belief that banks shouldn't be using insured deposits to fund the creepy activities of their bond-trader and investment-banker colleagues.
Wall Street Finally Blinks in Fiduciary Standoff
The securities industry has done a masterful job of deflecting initiatives to force firms to act in clients' best interest. Is it different this time?
Is Mobile Technology a Threat to Advisors? It Shouldn’t Be
Here are some ways advisors can use mobile technology to up their game and strengthen relationships with clients.
Fiduciary Best Practices: Talking to the Mailman in Kansas City
While our Best Practices are crafted mainly to help investors evaluate financial professionals, they also serve a larger purpose.
How Advisors Can Reach Tech-Savvy Millennials
Here are some methods advisors can use to attract millennials, who are expected to have a net worth approaching $7 trillion by 2018.
Client Prospecting in 2015: 4 Steps to Success
To take your prospecting to a deeper level, begin by categorizing and finish by blocking and tackling.
Broker Movement May Well Have a Banner Year in 2015
Recruiting packages likely won't get any better, and watch for the continuing rise of the "Super Independents."
Questions to Ask When Building or Structuring Your Team. Part II—The Specifics
A successful team will be able to discover how they click and why, and know what characteristics of your team relationships most limit your success.
Magic Johnson Gives Advice to TDAI Advisors
For one thing, the NBA Hall of Famer argues that you shouldn’t “love what you own.” He’s followed that advice in his post-basketball serial entrepreneur career.