How to Get to ‘WOW!’ Winning Clients for Life
When’s the last time a client bragged about some unexpected way you delighted them? Janus Labs’ John Evans Jr. talks about how to do it.
For Advisor Platform, Pershing Crunches Big Data Into Friendlier Size
At Pershing, your call may be recorded for an analysis of empathy, frustration and other factors. Welcome to the brave new world of consumer data.
International Assets Advisory Leverages Old School Contacts
International Assets Advisory has developed a suite of longstanding relationships with sources in many different countries, sources that today, help the firm in assessing the viability of investment opportunities in various markets across the globe.
Why Social Security Expertise Is Critical to Clients — and Advisors
According the Social Security Administration, 74% of recipients are receiving a reduced benefit amount.
How You Can Standardize the Financial Planning Process
Where are the opportunities for standardization in a financial planning firm? They are everywhere once you start to look, and here are four to get you started.
Why a Standardized Financial Planning Process Is Better for the Client
Bringing better consistency to the process may actually be the thing that allows us to create more trust and make that personalized financial planning experience for clients better than ever.
M&A Roundup: United Capital Acquires Atlanta-Based PPA Advisors
In other M&A news, Envestnet completed its acquisition of Prudential WMS, and Madison Dearborn Partners completed its NFP deal.
DeLegge on ETFs’ Future, Spat With Bogle, as ETF Conference Nears
A chat with keynote speaker Ron DeLegge ahead of AdvisorOne's inaugural advisor-centric ETF gathering July 23, designed to provide advisors with the knowledge and tactics to successfully build client portfolios with ETFs.
Cup of Joe: Starbucks. Financial Advice. Together at Last
United Capital CEO Joe Duran wants financial advice to be as reliable as Starbucks.
Early Adopter of International Investing Sees the Payoff
Bob Haley, the founder of Advanced Wealth Management began to devote particular attention to international investing around 1997–1998.