Why It’s Getting Easier to Win New Clients
A new report from Russell Investments found the “overwhelming majority” of advisors optimistic about client acquisition in 2013.
4 Areas of Advisor Focus to Enhance the Client Experience
“I feel the days of asking for referrals are over," Keith Johnson of Curian Capital says. "The advisor shouldn’t have to ask for referrals; he should earn them.”
Investors Cap Aims to Double Advisor Sales
The independent broker-dealer hosts a workshop led by a top producer to help its reps raise their yearly production.
The 2013 Broker-Dealer Reference Guide
Raging bulls, skyrocketing energy production, baby boomer retirement—for such a seemingly volatile industry, in the past year, surprisingly little has changed.
Angie Herbers: The 2013 IA 25 Extended Profile
Angie Herbers has been working with financial advisors for over a decade and has been writing for Investment Advisor magazine for almost as long.
Is Your Broker-Dealer a Screaming Eagle or a Box Wine?
Whether you’re a high-end wine or a high-end broker-dealer with a cult following, it’s all about “the experience.”
Bernie Clark: The 2013 IA 25 Extended Profile
Clark has shown quiet but confident leadership not merely in growing Schwab’s custody unit, but in addressing many of advisors' most trying issues.
Top Advisors Sound Off on Tech: NAPFA Conference
"How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.
The Elevator Speech That’s Sure to Fail: New Genworth Practice Management Book
Consider two financial planners, both of whom specialize in working with doctors, making their 'elevator speeches' at a cocktail party after a medical conference. Which pitch works best?
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.