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Summary: It can be deflating confronting internal opposition when committing to making transformational changes inside of your practice. It’s like trying to push the proverbial boulder up the mountain.
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Summary: I’ve heard advisors define their client portal needs by stating they want to deliver an “amazing client experience.” When I ask advisors to describe that, the answers aren’t clear. Let me help you – your client experience will be as amazing as the data is accurate, the information is useful, and the story is understandable.
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Summary: Life stage strategies can help financial advisers deepen client relationships and develop unique competitive advantages.
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Summary: In the latest Investment News 2016 Financial Performance benchmarking study, a stunning new trend has emerged when it comes to growing an advisory firm: for the first time, non-referral business development is now driving materially more AUM growth than all client and professional referrals, combined.
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Summary: Words advisers use to describe investments, markets and even themselves can put clients in the wrong frame of mind. For instance, many investors become furious when their savings are called a “nest egg,” said Gary DeMoss, director of Invesco Consulting, at a National Association of State Treasurers meeting in New Orleans on Thursday.
