Browsing articles in "Practice Management"

DOL and Small Accounts: Can You be Your Own Robo-advisor?

Apr 28, 2016

Love it or hate it, the DOL fiduciary rule is here. But this rule could actually have a positive impact on your advisory business, if you look at it in the right way. This week, I’m talking about streamlining your small accounts, creating consistency in your revenue stream, and setting up a “feeder system” for larger accounts down the road. (See? That all sounds pretty good.)


Family Matters: How to Include Your Clients’ Kids in the Financial Process

Apr 19, 2016

My last post, The Letter Advisors Will Never Get from Their Clients’ Kids, sure seemed to strike a nerve with some of you. So now that I have your attention, I’ve got some actionable ideas to help you make financial planning more family friendly and inclusive.


Advisors: See the DOL Rule Through Your Clients’ Eyes

Apr 12, 2016

You’re faced with a choice – “own” the rule and embrace being a fiduciary, or waste valuable time trying to figure out how to do the bare minimum to comply. The latter may open you up to some uncomfortable conversations with existing clients and hinder your ability to gain new ones.


When You’re the Asset, Allocate Wisely

Mar 31, 2016

How many hats do you wear in your advisory business? Those hats may be keeping you from focusing on the things that truly matter to your clients. Maybe it’s time reallocate yourself.


The Next New Thing – Content and the Advisor Website

Mar 29, 2016

What first impression does your website give to prospects and clients? If that question made you hang your head (or go to your website because you can’t even remember what it looks like), then today’s post is for you.


The Prescription for What Ails Your Fee Structure

Mar 24, 2016

Are fee conversations a bitter pill you’re asking clients to swallow? The problem may not lie in your fee structure, but in their perception of your value. I have an analogy that may help you rethink your model.


[Video] Minding Your Fees and Qs: What Advisors Are Asking

Jan 28, 2016

John Anderson and Raef Lee dive into the tough questions heard during the Fees at a Crossroads Webinar. Join the advisor fee discussion.


How Advisors Can Make Time to Take Time Off

Baseball player Earl Wilson famously said, “A vacation is what you take when you can no longer take what you’ve been taking.” But I recently came across a disturbing statistic: […]


Continuous Client Service – It’s Time to Differentiate Yourself

Apr 29, 2013

It’s happening again!  Today, we launched Part 2 in our End-to-End Excellence Series – Continuous Client Service – Lock in Loyalty and Build Your Business to those of you who registered […]


Sales & Onboarding – Are You Ready to Dive In?

Mar 25, 2013

I hope so. Today, we  launched the long-awaited premiere of Sales & Onboarding – Your Last Chance to Make a Good First Impression to those of you who registered to […]




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