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Financial Advisor
March 2011
David Lawrence |
The Challenge Of Workflow Workflow systems are necessary for running more efficient offices. So why aren't more people using them?   |
Financial Advisor
January 2011
David Lawrence |
Keeping Track Mind mapping and reminder systems can be powerful tools that help organize your thoughts on work that needs to be done. |
Financial Advisor
February 2006
David L. Lawrence |
Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc. |
Financial Advisor
October 2007
David Lawrence |
Workflow Revisited New software offers more than just a calendar and a to-do list. Junxure-I... ProTracker Advantage... KnowledgePoint... etc. |
Financial Advisor
May 2007
David Lawrence |
Walk The Line Typically, the financial advisor who runs his/her own practice wears a number of hats. Given that challenge, it might be prudent to consider more efficient ways of carrying out the various roles demanded of the financial advisor. |
Investment Advisor
March 1, 2011
Angie Herbers |
A Star is Made When advisors hire "stars," they expect them to "hit the ground running," but the best employees aren't hired; they are created in-house. |
Entrepreneur
March 2004 |
Habit Your Way Seven success habits you won't want to break |
Investment Advisor
October 2007
Julie Littlechild |
Got a Minute? A big study finds that the best financial advisors are efficient in two different ways. |
Investment Advisor
March 1, 2011
Jim Komoszewski |
Creating a Business Plan (You Will Actually Use) The trick is to think small -- about 3x5 to be exact. A one-page plan that is implemented and executed is better than a 20-page plan that is being used to stabilize a wobbly desk. |
Financial Advisor
December 2006
David L. Lawrence |
Merging Traffic Merging financial advisory practices has become quite popular in recent years. Settling operational issues in advance lays the foundation for a successful merger. |
Investment Advisor
July 1, 2011
Spenser Segal |
The Relationship Manager Customer relationship management software can help you grow your business, but many advisors don't take advantage of all that the technology has to offer. |
Investment Advisor
June 1, 2011
Angie Herbers |
Who's Responsible? Creating a culture that gives employees ownership of their jobs solves myriad problems. |
Financial Advisor
January 2008
David Lawrence |
Operational Leadership The first and most fundamental step for the owner/manager of a practice is to recognize that as the firm grows, he or she must change the way in which management of the firm is handled. |
Financial Advisor
September 2004
David L. Lawrence |
Finding Profit In Written Policies And Procedures The exercise of writing the procedures for a financial practice can reveal ways to trim the process, refine your workflow systems and make things work better in a practice. Freeing up time and that of employee(s) can save money. |
AskMen.com
Gregory Batts |
How To Delegate Effectively Completing projects successfully and on time can be a monumental task if you try to do everything yourself. Enter the wonderful world of delegation. |
Job Journal
June 19, 2005
Marty Nemko |
Quick Fix: Too Much to do? Are you overloaded, or just inefficient? |
Financial Planning
February 1, 2011
Stephanie Bogan |
Find Your Focus As an advisory practice owner, your goal should be to continue limiting your tasks as your business grows so that ultimately you have a very narrow business focus while retaining a strategic overview of your firm. |
Financial Planning
November 1, 2006
Howard Sontag |
How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road. |
Investment Advisor
March 1, 2011
Joni Youngwirth |
Marketing Implementation: The Advisor's Role and the Importance of Delegation Make no doubt about it -- the advisor must be strategically involved in marketing. |
Entrepreneur
November 2006
Romanus Wolter |
Trust Your Team Don't be afraid to delegate. You'll empower and inspire your employees - and make the most of your own time, too. |
AskMen.com
March 10, 2002
Hooman Taravati |
Succeed By Delegating Effectively Express the confidence you have in your subordinates and let them know how much their contribution is helping. Encouraging their involvement will facilitate leveraging them to help you get more important work done... |
Financial Planning
February 1, 2012
Stephanie Bogan |
Breaking Through Barriers The first few months of a new year is an ideal time for a company founder to make sure the business is ready to climb to the next level of success. |
Financial Advisor
May 2012
Joni Youngwirth |
Two Hats How can you manage your roles as business owner and financial advisor simultaneously? |
Financial Advisor
October 2011
David Lawrence |
The Irony Of Micromanaging Micromanagers think they can perform most tasks better than experienced staff members, but in reality they stifle their firm's growth. |
Investment Advisor
March 2006
Angela Herbers |
The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm. |
CRM
February 2013
Leonard Klie |
Financial Services: Brokers Yearn for Better CRM Few firms use CRM systems to their full effect. |
Financial Advisor
March 2007
David L. Lawrence |
Managing Your Employees: A Holistic Approach Finding time to manage employees can be more than just a simple challenge for financial advisors. One solution is to take a systems approach, offering efficient management techniques within an environment that fosters individual employee growth. |
Job Journal
August 31, 2003
Marty Nemko |
Six Steps to Better Time Management A quick fix for too few hours in the day. |
IndustryWeek
January 20, 2010
Oliver W. Cummings |
Consider This -- What Do Manufacturing Supervisors Really Do on the Job? What you think your supervisors do and the duties listed in their job descriptions may bear little resemblance to how they really spend their time. |
The Motley Fool
October 30, 2006
Dan Caplinger |
Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals. |
AskMen.com
December 9, 2001
Rashmikant Patel |
Trusting Your Advisor Many of us are looking back at our investments over the last couple of years, and blaming our advisors for the less than stellar performance. It all comes down to one issue: do you trust your financial advisor? |
Investment Advisor
August 2009
Mark Tibergien |
Formulas For Success: The Missing Link The difference between the great advisory firms and the merely good has to do with the use of people. |
Investment Advisor
February 2010
Lewis Schiff |
The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques. |
Job Journal
July 4, 2004
Lona O'Connor |
Career Pros: Easy Way to Improve Your Day If you can live up to the single most important rule of time management, the rest of your time will practically manage itself. Are you ready? Here it is: Every day, do the most unpleasant task first. |
Financial Planning
November 1, 2011
Stephanie Bogan |
It's Raining, It's Pouring! Regardless of challenging market conditions, and in some ways furthered by them, experts believe the planning profession has yet to see its heyday. |
Entrepreneur
June 2008
Romanus Wolter |
Loosen Up You and your business may be tight, but a little delegation can go a long way. |
Investment Advisor
January 2010
Angela Herbers |
The Fast Track: Where Credit Is Due As the financial crisis ebbs, advisory firms should be sure to take care of their employees. |
Investment Advisor
September 2009
Angela Herbers |
The Fast Track: All The King's Men Creating the right jobs for the right people |
PC Magazine
February 15, 2006
Bruce Blodgett |
Schedule a Task for Idle Time A way to schedule a task to run whenever a computer is idle. |
Financial Planning
January 1, 2012
Mark Tibergien |
Moving Parts Once you have begun to look at the patterns unfolding in your advisory firm, it will be time to ask several critical questions. |
PC World
March 28, 2001
Dan Littman |
Project Management for Beginners Project KickStart 3 takes the complexity out of planning projects... |
Registered Rep.
September 23, 2013
Anne Field |
Finding Time Many advisors struggle with allocating the most valuable asset any of us have: Time. Here is how three advisors do it. |
Financial Advisor
July 2007
David Lawrence |
Space Odyssey Eliminating aisles full of files may seem difficult, but you'll benefit greatly from using office space efficiently. |
Investment Advisor
September 2010
Dan Skiles |
The Technology Coach: Quarter-End Performance Reporting Tips The overall success and efficiency of your advisory firm's quarter-end process always begins with the quality of your account data. |
Financial Planning
December 1, 2010
Neesha Hathi |
Integration Issues If you're doing technology implementation right, the process of self-improvement is never finished. |
Financial Planning
January 1, 2007
Joel Bruckenstein |
CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving. |
Investment Advisor
February 1, 2011
Angie Herbers |
The Why Factor: Explaining the Revenue-Employee Motivation Link What makes a tremendous difference in employees' future performance and contribution to an advisory firm is making sure they really want the job. |
Financial Planning
September 1, 2013
Glenn G. Kautt |
Important Lessons From the Monitor-Savant Capital Merger A year after a firm merger, one of the principals looks at some of the problems and some pleasant surprises. |
Registered Rep.
September 27, 2011
Jerry Gleeson |
Want More Prospecting Time? Integrate Your Tech, Study Says The cost of inefficient technology integration at registered investment advisor practices may be more than you would think. |
Financial Advisor
May 2004
David L. Lawrence |
Tactical Efficiency Here are some basic steps to let you do more with less effort. |
