Cup of Joe: Starbucks. Financial Advice. Together at Last
United Capital CEO Joe Duran wants financial advice to be as reliable as Starbucks.
Top 7 Tech Trends for Advisors in 2013
Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.
4 Keys to Successful Technology Integration
It’s gone from being a competitive advantage to a business necessity.
Experts’ Top Pearls of Wisdom on Practice Management
This summer four practice management experts tackled the Herculean task of defining “practice management” for advisors and addressed the findings of the first Pursuing Practice Excellence study. Here are some of the participants’ best insights.
Pursuing Practice Excellence — ActiFi’s Spenser Segal: Video
ActiFi founder and CEO Spenser Segal discusses the evolution of practice management in the past, and looks at what advisor practice management will come to be in the future.
Industry Leaders on Practice Management: Differentiation and Coaching
We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this segment, how to make your firm stand out among the competition and what coaching can bring to a successful practice.
Industry Leaders on Practice Management: Sales and Marketing
We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this transcript, their insights on what works, and doesn't, on advisor sales and marketing support.
Taking Practice Management Beyond Buzzwords; Get Better Referrals: Investment Advisor Slideshow—August
Culminating our inaugural Pursuing Practice Excellence survey coverage, we present two features that explore practice management for advisors and their partners.
Pursuing Practice Excellence: The Conversation
At Investment Advisor, we like to think that we do a pretty good job covering practice management.
Beyond the Buzzwords
“You are here today as part of a culmination of a nearly year-long effort and partnership between Investment Advisor and ActiFi,” said Investment Advisor Group Editorial Director Jamie Green.