Knowledge and Insight
Take advantage of the wealth of information in the Knowledge and Insight Digest. Read curated and organized industry articles.
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Networking Seminars Do More Than Spark Referrals
From Finacial Advisor IQ
Added on January 2014 in Manage Your Practice
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Summary: Anyone who’s ever been pressured into enduring a social “mixer,” where people stand around with a bunch of strangers more interested in their canapés than in small talk, has reason to dread such an event as an awkward waste of time. A well-crafted networking seminar should be just the opposite, experts say. With intelligent marketing and stimulating topics, advisors can create events that deliver value to current clients, entice prospects and generate buzz about their expertise, especially if they leverage the right centers of influence.
Your Next Move: Straight To Video Marketing
From wealthmanagement.com
Added on January 2014 in Thought Leadership
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Summary: What you’re about to read is intended to help keep you from going viral for all the wrong reasons. That’s because, if executed correctly, the rewards of marketing with video should far outweigh any risks and serve to further distance you from your competition. This article focus on the ins and outs of marketing yourself as your firm, which means covering some basics about creating short, informational video clips which you can post on your website, upload to social media, or email to clients or potential clients.
Advisers Test Ideas in Study Groups
From Wall Street Journal Online
Added on January 2014 in Thought Leadership
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Summary: Whether it's to test out a new idea, find a way to win a tricky piece of business or simply find some affirmation for their efforts, some advisers count on their study groups. But there's no one right way for such a group to operate. They range in formality, size, frequency of meetings and other aspects. Here some advisers describe their groups. Each shares a key factor in its success.
Office Décor Is More Important Than You Think
From Financial Advisor IQ
Added on January 2014 in Manage Your Practice
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Summary: An excessively outré painting or sculpture in a financial advisor’s office may alienate clients and prospects. But when the artwork, mementoes and knick-knacks that visitors see are so generic that they lose all personality, advisors may be missing an opportunity to distinguish themselves in a good way. That’s why many consider their décor a smart investment in business development.
6 Essentials to Pick the Right Buyer for Your Practice
From Think Advisor
Added on January 2014 in M&A Issues
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Summary: Choosing a buyer for your advisory practice should be a piece of cake. The number of buyers vastly outnumbers that of sellers, so you should simply sell to the highest bidder, right? In most cases, that would be a costly and irreversible blunder, because much of the value of the deal comes in back-end payments. Thus, advisors need to do the due diligence to be sure that a potential buyer can live up to his or her promises. Once an advisor sells a firm or practice, there are no “do-overs.” You have to get it right the first time, because your retirement nest egg is riding on it.
