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.
10 Best Wealth Manager Logos: Advisors Behind the Winners
Firms submitted, readers voted. Now, the advisors behind the Best Wealth Manager Logos talk about how they chose the logos and how they market their firms.
Mastering Social Media
In a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.
At FPA Denver, Defining Advisor Value and Rebuilding Trust
An all-star panel of industry personalities gathered at the FPA annual conference on Sunday for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business.
Time for a Transition (II): Acquisition Time?
In the second of a series of articles, Marie Swift looks at the issues of acquiring an advisory practice and partially selling a book of business.
The Future of Planning
In recent years, one of the most important trends in the financial planning industry has been a growing awareness of the planner's need to stimulate...