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Summary: The recent InvestmentNews Top Advisory Firm Summit presented findings from benchmarking studies and research on trends in the industry. The good news? Many firms seem to be embracing best practices for choosing and keeping the right clients, from setting ideal client standards and minimums, to segmenting clients and aligning services with these different segments.
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Summary: Many financial professionals have heard a client say: “Just tell me what I can do to help you!” The response you would love to give is “Send me clients.” You can’t say that! Where can you take this conversation?
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Summary: Here's a warning: Your clients are going to expect a lot more out of you in the coming years than you are probably providing today. And if you don't start preparing for it, you might as well get out of the business.
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Summary: There weren’t any fallings-out or anything wrong with the group, it just no longer supplied the support structure I needed. I’ve since moved to quarterly one-on-one conversations with select advisors. It suits me much better.
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Summary: Most financial planners enter the industry with honest intentions and the desire to help clients manage and understand their finances. They often begin working in wirehouses, and eventually might decide to start their own business. Soon, they realize it can get lonely out there.
