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?
Genworth Sells Wealth Management Unit for $412.5M
Private equity firms Aquiline and Genstar to acquire GFWM and alternatives firm Altegris; management team, including CEO Gurinder Ahluwalia, to stay in place
New Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles
This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.
Fidelity Launches Practice Management Benchmarking Dashboard for RIAs
A new Fidelity tool allows advisors to compare themselves in both the financial and marketing areas to their peers.
Genworth Study: Advisors Need Proactive Marketing Strategies
A Genworth Financial and Quantuvis Consulting study found advisors are sorely lacking in marketing skills. Fewer than one-third of advisors surveyed said they have a marketing plan. Of those, most aren't fully implementing their plan.
Getting to Know You
During the financial meltdown, many advisors went on red alert -- rushing out communications to frightened clients. Webinars, town halls, even therapy sessions were all...
What's Your Advice Worth
With the advisory role expanding and profit margins shrinking, industry chatter has turned to a touchy topic: the advisor's price tag. As Dennis Gallant, president of...
Nearly a year into the current economic crisis, many in the advisory profession continue to grapple with plunging incomes, unsettled clients and poor credibility. Worse yet,...
When staffers at Quantuvis Consulting answer the telephone, callers are routinely greeted with this cheerful refrain: "How can I make your day great?" Engaging. Pro-active. Supportive. Exactly...