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Drive growth today and be positioned to thrive in future markets

Added on December 2018 in Manage Your Practice
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Summary: Recent market volatility may have just done you a favor. It's a potent reminder that the bull market is long in the tooth. Hopefully, all of this volatility has you asking yourself: Is your business prepared not only to weather a prolonged market slowdown, but to thrive in it?

"Text Me," Embracing A Most Popular Form Of Communication

Added on November 2018 in Manage Your Practice
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Summary: Despite its ubiquity in everyday life, texting is closely regulated for financial advisors—to the point that texting clients and prospects can feel almost too risky to be practical. Consider this statistic: Americans make five times as many texts as phone calls. Texting is immediate, it's convenient, and in the event you need to refer back to what was said, it's all right there. So why won’t your broker-dealer allow you to send a text when you need to get in touch with a client, and what can you do about it?

7 top adviser concerns in 2019

Added on November 2018 in Manage Your Practice
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Summary: With 2018 coming to an end, here are some of the top business concerns that are keeping advisers at Best Practices Award-winning firms up at night. Check out their 2019 priorities to see if your firm should be thinking about these challenges for the new year.

Want to attract millennial investors? Time to rethink AUM pricing

Added on November 2018 in Manage Your Practice
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Summary: As the average age of clients continues ticking upwards, firms across the financial advice industry are discussing attracting Gen X and Gen Y clients.But talk is all that many firms are doing. Recent data from TD Ameritrade reports only 23% of registered investment advisers have a strategy in place for younger clients.

Advisory Firms With the Most—and Least—Satisfied Clients

Added on November 2018 in Manage Your Practice
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Summary: Client satisfaction with advisors at major firms is on the decline, according to the latest results on the sector from the American Customer Satisfaction Index.

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