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Kitces: Referrals are awkward — but they don't have to be

Added on December 2017 in Manage Your Practice
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Summary: Developing a high-quality client base is a challenge all advisors face. While almost everyone knows that asking for referrals is an important way to grow a business, many planners struggle to do so.

Your Personal Brand Matters More Than Ever in Sales

Added on December 2017 in Manage Your Practice
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Summary: Beware of the social media guru! I recently read an article by one of them about why personal branding for a salesperson was useless.

What Clients Really Think of Advisors, in 6 Charts

Added on December 2017 in Manage Your Practice
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Summary: Advisors are benefiting from the stock market’s performance, research finds. But sometimes in bull markets, clients chose to invest on their own, according to some industry insiders.

An emerging defense against hackers

Added on December 2017 in Manage Your Practice
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Summary: Advisors have struggled to stay ahead of hackers, who are increasingly enticed by the value of client data.

Productivity Hacks For Time-Strapped Advisors

Added on December 2017 in Manage Your Practice
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Summary: For many financial advisors, a 168 hour-week doesn’t feel long enough to prospect for new clients, keep existing customers happy, take care of administrative duties and keep up with the latest industry developments. Thankfully, technology tools can help.

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