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Summary: These days, with the stock market rising to record levels while advisors face margin compression and increased competition from robo-advisors and breakaway brokers, more firm owners than ever are reaching out to business consultants for help. Yet in my experience, many of those firms won't get the help they need — or maximize the help they get — for one simple reason: Their owners aren't ready to work with a consultant.
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Summary: Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience.
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Summary: With 2016 behind us, many advisors are pondering what they can improve for their clients and business in the year ahead. While thinking ambitiously is great, it is also important to set realistic goals. Here are a few broad concepts that, employed well, can better your firm for both clients and employees.
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Summary: Traditional marketing methods alone don’t work anymore. Today’s experience economy, which shapes the delivery of our services, reveals how to identify your target clients and employ specific strategies to attract them.
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Summary: Technological advances have made it possible to deliver more information to clients more efficiently than ever before. It’s a development that has many benefits but also one great potential drawback: a reduction in the amount of personal contact between advisors and their clients.
