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Summary: In recent surveys reporting the challenges faced by advisers, managing expectations and servicing and attracting new clients lead the list. Having talked in this column about the ways advisers hold themselves back when it comes to attracting new clients, it's time to tackle the issue of expectations.
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Summary: Change will be here sooner than you might think, said TD Ameritrade Director of Financial Planning Nathan Harness in a panel on millennials at IMCA’s annual conference. This generation, born between the early 1980s and early 2000s, is poised to make up approximately 44% of the American workplace, Harness says.
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Summary: Media exposure can help an advisory practice in many ways including improving credibility, providing free exposure and giving an adviser a solid voice in the profession.
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Summary: Turnkey Asset Management Programs (TAMPs) and other key third-party service providers looking to attract new advisors often focus on marketing their individualized service model, emphasizing the one-on-one relationships and the personal touch they can provide.
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Summary: How can you expect clients to refer if they don’t know your capacity to add new relationships or the types of clients you best serve? Having these types of conversations with clients can increase both the frequency and quality of unsolicited referrals.
