Knowledge and Insight
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A 5-Step Process to Utilize Your Existing Technology: Level 3 - Building Processes Into Your CRM
From Think Advisor
Added on August 2014 in Form an RIA
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Summary: So far in this series on CRM technology utilization, we’ve talked about where most people start A 5-Step Process to Utilize Your Existing Technology: Level 1—All in Your Head) and transitioning to defined and consistent checklist based processes (A 5-Step Process to Utilize Your Existing Technology: Level 2—Make a Checklist). Now that you’ve put your processes into the checklist form and gotten buy-in from your user team, it is time to really start leveraging the power of the CRM tool in which you’ve invested.
Organic growth is key to $4.8B firm's success
From InvestmentNews
Added on August 2014 in Manage Your Practice
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Summary: Ballentine Partners is among the fastest-growing RIAs in the country, and it's one of the few that has built its business organically and without relying on institutional clients to juice its assets. In the past four years, the Waltham, Mass.-based multifamily office has nearly doubled assets under management to $4.8 billion, from $2.5 billion in 2010. In the last year alone, it increased AUM by 25%, according to data collected by InvestmentNews.
Wealth Firms Adding Indie, Wirehouse Reps
From Think Advisor
Added on August 2014 in Join an RIA
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Summary: oth boutique and major wealth management firms say they've successfully recruited both independent and empolyee advisors over the past few weeks. Lebenthal Wealth Advisors of New York said early Monday that it added a team of advisors to its operations. The Goldstein-Patterson Group managed more than $600 million in client assets at BNY Mellon, specializing in clients within the sports and entertainment industries. GPG founders Brendan A. Goldstein and William F. Patterson, formerly private bankers, have joined Lebenthal as managing directors.
6 Behavioral Finance Principles Advisors Need to Know
From Think Advisor
Added on August 2014 in Manage Your Practice
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Summary: Most people don’t make very good decisions about their own financial assets, as studies of the human brain have found. A new white paper from First Clearing and Cannon Financial Institute looks at some of the basic principles of neuroeconomics, the study of how people make financial decisions, and how advisors can use those principles to improve client service and communication.
Financial advisers' events can make lasting client impression
From Reuters
Added on August 2014 in Thought Leadership
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Summary: Social media and other online communication may be top of mind for financial advisers, but many find there is no substitute for old-fashioned, in-person client events.
