An Advisor Marketing Plan Where You Get New Clients (and Paid Up Front)
What if you could offer a service to new clients that could drive revenue of $30,000 a year while providing a pipeline of full-service prospects?
A 5-Step Process to Utilize Your Existing Technology: Level 4—Automating Your CRM
As part of our series on how to optimize your existing software, this post shows how you can give more time back to your team for high-value activities by automating within your CRM system.
4 Secrets to a Value Proposition That Lands Clients
Most investors say advisors all sound alike, Pershing found. Here's how to make your value proposition — your first impression — a memorable one.
The Magic Formula for Advisory Firm Success? There Isn’t One
Each firm is different, every owner is different, but the successful ones commit to a—get this—plan, and learn from their failures.
Mariner Names New Investment Strategist, Wealth CIO
William Greiner has been elevated to chief investment strategist of Mariner Holdings, and Mark Caplinger has joined Mariner Wealth Advisors as CIO.
The 2014 BDOTY; Collaborative Divorce; A Solution for the Human Capital Crisis: IA September Features—Slideshow
In the September issue of Investment Advisor, we present the 24th annual Broker-Dealers of the Year.
Investor Behavior By the Book
As you might imagine, people send me more books to review than I can possibly read.
Our Human Capital Disaster
It may not be news that the advisor community is facing a labor shortage just as demand for professional advice is peaking. What is news is the scale of that shortage, and three overlooked trends are already playing out with the potential to make that shortage a catastrophe.
Your Rationale for Raising Fees
Firms know many ways to improve profitability, but the one strategy that most advisors hesitate to implement is a fee increase.
Investing in Yourself
In our work with independent advisory firms, we have always stressed the importance of creating a solid foundation upon which to build a successful business.