Manage Your Practice

Financial Professionals: Stop Using These 3 Words in Your Writing

From IRIS

Added on January 2016 in Manage Your Practice

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Summary: How many of you have written the following at some point?

• Just checking on the status of…
• Actually, I only needed…
• Sorry to bother you…

I know I have done this! So, why do we do this? Why strip our writing of any power? Are we really sorry for bothering someone for something we need? Is our goal to minimize what someone else thinks of our request?

Get Out of the Office: Smartest Ways to Network

From Financial Planning

Added on January 2016 in Manage Your Practice

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Summary: Financial advisors can prosper in their practice if they network with the right people or join the right groups to attract more clients, provided that they actually interact and then do the necessary follow-up work.

Your Approach Matters

From Financial Advisor Magazine

Added on January 2016 in Manage Your Practice

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Summary: Good communication is essential to success as a financial advisor. Talent alone won’t help if you’re unable to effectively communicate the advantages of your practice, in order to gain new clients and then retain them.

Do You Know What You Do for Clients?

From wealthmanagement.com

Added on January 2016 in Manage Your Practice

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Summary: When it comes to considering, or reconsidering, a revenue model for your firm, the first question you should ask yourself is “What do I do for my clients?”  Now, as you read this, you may find yourself thinking, “I know what I do for clients – and they know that I add value. Otherwise they wouldn’t continue to be clients.”

Marketing for your firm's next level

From InvestmentNews

Added on January 2016 in Manage Your Practice

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Summary: Quad Cities Investment Group was ready to rev up marketing but wasn't sure how best to begin. The RIA firm, based in Davenport, Iowa, was created in 2009 when partners Scott Stoltenberg and Laura Swift left the wirehouse firm where they had worked together for nearly 10 years. The first few years they focused on ensuring everything was in place for their clients, and in 2013 they brought on another partner, Christine McElvania. In their first seven years, with minimal marketing efforts, their assets under management rose from $85 million to $150 million