| Similar Articles |
|---|
 |
Investment Advisor
October 2007
Julie Littlechild |
Got a Minute? A big study finds that the best financial advisors are efficient in two different ways.   |
Financial Planning
May 1, 2013
Suzanne McGee |
Say Goodbye to Bad Clients For a variety of reasons, advisors sometimes need to cut ties with clients. Here s how to make a clean break. |
Financial Advisor
May 2012
Joni Youngwirth |
Two Hats How can you manage your roles as business owner and financial advisor simultaneously? |
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
September 2009
Bill Bachrach |
Drop, Delay, Delegate, Do Managing your time and your calendar well will help you be a highly successful advisor. |
Financial Advisor
September 2005
Bill Bachrach |
Six Do's And Six Don'ts Of A Successful Practice Most financial advisors say they want to build a business that generates a sizable income and lets them live the life they want. Yet few advisors consistently do what it takes to create that kind of business. |
On Wall Street
January 1, 2013
Todd Colbeck |
Establishing an Annual Client Service Model Deploy a strategy that runs itself and thrills your clients, allowing you to provide better service with less effort. |
Investment Advisor
June 2010
John Sullivan |
Grow and Learn A poll recently conducted by the SEI Advisor Network found that the top priority for advisors in 2010 is to "create new initiatives to increase sales and grow business." |
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
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. |
Financial Advisor
March 2012
Joni Youngwirth |
When To Prune One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action. |
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. |
Entrepreneur
December 2005
Nichole L. Torres |
In Good Time Make the most of your precious minutes with a time-management system that works. |
Registered Rep.
November 24, 2010
Anne Field |
Balancing Act: Cost Cutting Vs. Growth Figuring out just how to grow while cutting costs involves a sleight-of-hand. For many advisors, it means keeping a lid on such non-revenue generating items as bonuses, salaries and travel. |
Investment Advisor
May 1, 2011
Peter Montoya |
Stop Dithering Why are 90% of financial professionals struggling? Because they simply don't know how to get things done |
AskMen.com
January 25, 2004
Edward Chalmers |
14 Ways To Better Manage Your Time At Work Time management is really about managing yourself. It's about making a commitment to be more organized, maintain your focus and use your time to your best advantage. |
Financial Planning
September 1, 2010
John J. Bowen, Jr. |
Leadership Lessons Advisors work with people all the time and have to demonstrate leadership qualities to a network of experts, centers of influence and strategic partners. |
PHONE+
May 18, 2010 |
The Art (and Business) of Finding More Time Here are some ideas to help you take control of your time and boost your own hourly value. |
Financial Advisor
September 2011
David Lawrence |
What Are You Doing? Ask yourself three key questions to find out how to improve your business. |
Financial Planning
July 1, 2007
Todd D. Bramson |
Practice Tips Use these tips to help you have more fun, work less and continue to grow your financial planning business. |
Investment Advisor
October 2006
Black & Bakker |
Life Support A reader survey suggests how asset managers can be true partners with investment advisors. |
Financial Planning
April 1, 2008
John J Bowen |
Referrals for the Asking The majority of advisors are ignoring one of the most effective, efficient and obvious sources for new referrals: their existing clients. |
Financial Advisor
December 2011
Eric Rasmussen |
Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages. |
Financial Advisor
July 2010
Bernie Clark |
Gunning For Growth RIA firms estimate that they'll see 15% revenue growth this year. An emphasis on efficiency will free principals to go after new business again. |
Financial Planning
May 1, 2008
Ray Sclafani |
To Each His Own For many advisors, teaming up with a coach just makes sense -- and dollars. |
Investment Advisor
August 2010
Dan Skiles |
The Technology Coach: Advisors: What Is Your Mobile Technology Strategy? How can your advisory firm leverage mobile devices and smart phones to conduct business and better serve clients? |
On Wall Street
March 19, 2013
Bill Willis |
Recruiter's Tour of Raymond James Morgan Keegan employees were required to make a home office visit after their firm was acquired by Raymond James. |
Investment Advisor
July 2006
Lauren Barack |
Contact Point CRM software makers are now combining clever programming with more robust software to offer advisors a more streamlined, smarter way to keep current clients happy and bring more clients into their financial family. |
CRM
February 2013
Leonard Klie |
Financial Services: Brokers Yearn for Better CRM Few firms use CRM systems to their full effect. |
Financial Advisor
November 2003
Blomfield & Hamil |
Who Puts Clients First? Client-centered financial advisors have an edge over ones focused on investments. |
Fast Company
May 2000
Keith H. Hammonds |
"You can do anything - but not everything." David Allen, one of the world's most influential thinkers on personal productivity, offers his unique advice on how to keep up the pace -- without wearing yourself down. |
On Wall Street
July 1, 2011
Todd Colbeck |
How to Avoid 12 Big Marketing Mistakes The primary principle of building a marketing plan is to use a comprehensive and strategic approach. Here are mistakes to avoid and advice on how to do it right. |
Entrepreneur
November 2008
John Jantsch |
A Time To Market Marketing is such an important part of your business that it must be practiced daily, much like a habit. That can be a tall order for a lot of startup entrepreneurs because so many other things call out for your attention. |
Financial Planning
February 1, 2013
Joni Youngwirth |
3 Ways to Help Your Staff Your practice depends on your employees. Here are 3 ways to help them help you. |
Financial Planning
December 1, 2009
John J. Bowen Jr. |
Ten for 2010 Here are five steps that advisors can take right away, followed by five more that will help them position their practices for long-term success. |
Registered Rep.
December 15, 2011
Diana Britton |
Want to Outperform in 2012? Fire Some Clients The fastest-growing advisors in 2012 are likely going to be those who can become more calculated and deliberate about the types of clients they do business with. |
Fast Company
Drake Baer |
How Any.do's All-In-One App Will Help You Better Manage Your Meetings Any.do has reached 9 million users by revamping the to-do list and calendar functions on our phones to make them more productive and fun to use. |
Investment Advisor
April 2009
Mike Patton |
Values Advisor The sixth in a series of first-person articles in which the author chronicles his own road to independence from employee advisor to fully independent RIA. |
Financial Planning
March 1, 2013
John J. Bowen, Jr. |
For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management. |
Investment Advisor
November 2007
Lauren Barack |
Give Them What They Want Understanding they can't offer every tool to every advisor, custodians are nevertheless making sure to remain flexible enough to meet advisors' ever changing demands. |
Registered Rep.
December 9, 2010
Diana Britton |
Clients Aren't Pulling Trigger On Referrals, Survey Says While most clients say they are ready and willing to provide a referral for their financial advisors, many of them are not actually following through on it. |
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. |
Financial Advisor
March 2008
Joel Bruckenstein |
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. |
Financial Planning
December 1, 2012
Joel Bruckenstein |
Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most. |
Financial Advisor
May 2007
Joel Bruckenstein |
What's New In MS Outlook 2007 MS Outlook 2007 offers numerous improvements. Those of interest to most advisors improve your ability to do one of the following: find the information you need, prioritize your work, connect/collaborate or work safely. |
Financial Planning
March 1, 2008
Dan Skiles |
CRM Rules Implementing a client relationship management technology system can be one of your most powerful allies in the drive to provide better service, enhance workplace efficiencies and build a more profitable practice. |
Financial Planning
September 1, 2008
John J Bowen Jr |
Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre. |
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 Planning
November 1, 2010
John J. Bowen, Jr. |
Wow Right Now Starting now, you need to delight your clients if you want to keep their business and maintain their loyalty going forward. |
Financial Advisor
March 2011
Bill Bachrach |
Success Leaves Clues A look inside the minds of the most successful advisors. |
