From Financial Planning
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Summary: Sales responsibilities and strategies usually fall on the shoulders of people at the highest level of the organization. As a result, time management and prioritization become major factors. Rather than try to tackle all things at once, firms need to organize their efforts most effectively. Here are three things that we’ve identified as low hanging fruit.
From wealthmanagement.com
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Summary: The reality in affluent decision making is to ask around (word-of-mouth-influence). What follows shortly thereafter is a Google search. Although word-of-mouth influence remains the key impact factor in decision making, the trend to search online is growing. From my perspective, every financial advisor should build out his or her LinkedIn presence – it’s a terrific first step to an overarching digital strategy.
From Think Advisor
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Summary: Making the decision to implement a customer relationship management (CRM) system is a big one. Before embarking on the rest of the journey, there is much to be considered, and here we will talk in depth about making the decision to move forward toward the platform selection process.
From wealthmanagement.com
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Summary: To avoid losing focus, financial advisors should embrace four practice management disciplines that will help them better serve investors and stimulate growth at the same time: sustainability, reliability, referability, and profitability.
From Think Advisor
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Summary: Deena Katz began her session at Junxure’s third annual advisor conference on Thursday by mentioning she was starting her 40th year in the advisor business. Despite her longevity, the co-chair of Evensky & Katz/Foldes Financial, who has been teaching at Texas Tech University for 10 years, lives very much in the present, with her keen blue eyes focused on the future as well.
