Bulletproofing Your Practice Against Bad Clients
From time to time, I see ads on TV from attorneys advising people who may have experienced investment losses that suing their financial advisor may be a solution.
Watch the Clock: Timing and Email Marketing
Advisors need to know the best times to send e-mail to be effective.
Two Ways to More Assets
It's difficult to get financial advisors to gently and persistently probe for additional funds.
The No. 1 Prospecting Mistake
Don’t let these blunders derail your prospecting campaigns.
When’s the Right Time to Drop a Team Member?
You will destroy your team of financial advisors if you don’t pull the plug when you need to.
Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—Slideshow
The January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....
The Very Best
In my July article in Research, I published an appeal to advisors to fill out my “Best Practices 2011” survey. Over 380 FAs responded. To everyone who helped: Thankyouverymuch!!
How to Plan–and Live–Your Model Workday
It's time to look at how important your time is and try some key time-management strategies to improve your practice.
The One Best Practice
Being enthusiastic creates an immediate change in your sales results. As an added benefit, people’s reaction to your enthusiasm makes you feel better. It’s clearly win-win.
AdvisorOne, ActiFi Seek Advisor Input on What Works in Practice Management
Comprehensive, objective survey of advisors and their partners will go where no studies—or consultants—have gone before.