1 visitor like this article | Viewed 2586 times | 0 comment
Summary: Financial advisers looking for a better way to get the word out, either internally or externally, might want to check out how Captrust is using podcasts to reach its 450 employees in 35 different office locations.
0 visitor like this article | Viewed 2629 times | 0 comment
Summary: Just as independent financial advisors need to provide clients with the personalized experience they want in order to keep their business, advisors have to engage with prospects on the latter’s terms in order to convert them to clients. Understandably, advisors want to put their best foot forward during discussions with prospects, but not all prospects want to peruse the same materials, nor do all prospects possess the same understanding of the nuances of financial advice and planning.
0 visitor like this article | Viewed 6528 times | 0 comment
Summary: Most change initiatives – whether intended to boost quality, improve culture, or re-engineer technology – generate only lukewarm results. Many just simply fail. The reality is that no adviser business survives over the long term if it can't reinvent itself.
0 visitor like this article | Viewed 2578 times | 0 comment
Summary: Six months ago, the two advisor partners were on the verge of a divorce. As in many troubled marriages, there was one major issue and lots of little ones—and combined, they had gradually poisoned the relationship.
0 visitor like this article | Viewed 2739 times | 0 comment
Summary: When a prospect transitions into a client they may experience your firm as a very in-touch, responsive firm that is always communicating. But after the accounts are opened and the prospect officially becomes a client, the communication can fall off. Your new client may feel like you just wanted to land them as a client.
