Why Client Engagement Strategies Fail
Julie Littlechild of Advisor Impact and Spenser Segal of ActiFi discussed several client engagement initiatives that can increase client growth and retention.
5 New Year’s Resolutions for Bullish Advisors
An SEI Advisor Network survey identifies the key business-building steps today's bullish advisors intend to take in 2015.
Schwab Impact 2014 in Pictures: Bettinger, Bernanke and (Not) Bush
With record attendance and high-profile speakers, Schwab’s annual shindig for its RIAs delivered.
Schwab Impact Awards Go to 3 RIA Firms, Recordkeeper
Schwab Advisor Services gave its first-ever Best-in-Retirement Business honor in addition to its RIA awards.
Littlechild Launches Online Training Program for Advisors
The monthly webinars are intended to resemble top-advisor panels, and a portion of the registration fees will go to charity, Littlechild said.
Which Advisors Have Loyal Clients — and Why?
Client loyalty is a key to advisors’ success. Here's how to keep it afloat.
Clients, Especially the Young, Want Credentialed Advisors: IMCA
Study conducted by Advisor Impact for IMCA found that the younger the client, the more they wanted their advisors to have voluntary certifications.
Poor Time Management Is Costing Advisors: FPA Study
By increasing productivity, advisors could add 50 client meetings a year, a Financial Planning Association report found.
Does the independent advisory industry really need another study?
Advisors’ Biggest Retirement Blind Spot May Be Their Own
FPA-sponsored study finds most advisors are not properly managing their own business affairs, but younger advisors are bucking the trend.