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Technology Can Either Be a Solution or Obstacle to Advisor Growth

Added on April 2018 in Manage Your Practice
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Summary: Innovation is the key to success in a rapidly evolving financial services market. But with the rise of new products and delivery platforms, advisors face competition from low-cost robo-advisors and automated turnkey solutions. Advisors also are confronting a generational shift and, as baby boomers enter the drawdown phase, advisors must reach out to a new generation of clients with different needs and preferences.

Six Keys to a Crisp, Compelling Client Presentation

Added on April 2018 in Manage Your Practice
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SummaryMy advisors need to do a better job of presenting their ideas to clients. As the head of marketing, I am frustrated when I watch them get mired in details and lose focus on the client’s reactions. I’m enrolling a couple of them in Toastmasters because I believe having a third-party, objective assessment would be helpful. 

Timeline of Converting Prospects to Clients

Added on April 2018 in Manage Your Practice
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Summary: RIAs If I’m hearing you right, is your latest research telling us exactly how long it takes to work affluent prospects through the pipeline?” asked Josh, then continued, “I guess that means that we should be more assertive in managing our pipelines. 

FPA Launches 'Coaches Corner' to Aid Advisors

Added on April 2018 in Manage Your Practice
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Summary: Advisors now can learn from other specialist advisors and consultants in key areas of their business practice through a new website offering by the Financial Planning Association. The FPA Coaches Corner, open to all FPA members, provides thought-leadership white papers, video presentations, webinars, and soon, podcasts, on different FP exercises, such as marketing, team development, cybersecurity, compliance and growth strategies.

Social media spring cleaning is a must — now more than ever

Added on April 2018 in Manage Your Practice
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Summary: I'm guessing that as a financial adviser you go to great lengths to keep your office clean. After all, you'd be embarrassed if a client could sign his or her name in dust on your fancy wooden desk. (Grab some lemon Pledge, I'll wait).

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