Advisor Goes From 860 Clients to Zero, Makes More Money
How Anthony Lombardi, founder of Perfect Client, got rid of his end clients, got out of asset management and got a life.
The Secret to Turning Prospects Into Clients? Listen
As an RIA I'm in the business of rendering advice and solving problems, so with prospects I ask questions and listen closely to the answers.
An Advisor Marketing Plan Where You Get New Clients (and Paid Up Front)
What if you could offer a service to new clients that could drive revenue of $30,000 a year while providing a pipeline of full-service prospects?
A 5-Step Process to Utilize Your Existing Technology: Level 4—Automating Your CRM
As part of our series on how to optimize your existing software, this post shows how you can give more time back to your team for high-value activities by automating within your CRM system.
4 Secrets to a Value Proposition That Lands Clients
Most investors say advisors all sound alike, Pershing found. Here's how to make your value proposition — your first impression — a memorable one.
The Magic Formula for Advisory Firm Success? There Isn’t One
Each firm is different, every owner is different, but the successful ones commit to a—get this—plan, and learn from their failures.
Mariner Names New Investment Strategist, Wealth CIO
William Greiner has been elevated to chief investment strategist of Mariner Holdings, and Mark Caplinger has joined Mariner Wealth Advisors as CIO.
The 2014 BDOTY; Collaborative Divorce; A Solution for the Human Capital Crisis: IA September Features—Slideshow
In the September issue of Investment Advisor, we present the 24th annual Broker-Dealers of the Year.
Investor Behavior by the Book
As you might imagine, people send me more books to review than I can possibly read. But "Investor Behavior" piqued my interest.
Advisors’ Human Capital Disaster
Three overlooked trends are already playing out with the potential to make the advisory industry's talent shortage a catastrophe, recruiter Jon Henschen writes.