When I talk to advisors about blogging, they tell me they struggle with how and what to write. Today’s guest post from Susan Weiner includes a number of tips that can help you focus your efforts. Whether you are just getting started or trying to build a bigger audience, this is a must read.
You have no choice in complying with the DOL rule – but you do have options when it comes to who you involve in the process. This could be the perfect opportunity to bring in a younger advisor, one that could ultimately become part of your succession plan.
Imagine my surprise (and dismay!) when I realized that I missed Practically Speaking’s 5-year blogiversary. When you’re in the business of looking forward (like we all are), there’s bound to be times we miss what’s right in front of us. This week, I’m reminding you to applaud your accomplishments, as well as those of your clients.
We all know that technology is an enabler in the financial services industry – but we tend to think of it in terms of investments and workflows and the like. But there’s a new tech kid in town – content marketing technology – and it’s helping advisors build and deepen relationships. I sat down with AdvisorStream CEO Kevin Mulhern to find out more.
Another day, another survey (2, in fact) that shows advisors are worried about growth. And you should be – especially if you’re pursuing the same clients with the same message as every other advisor. Why should they pick you?
When the SEC adopted amendments to the rules governing money market mutual funds, the compliance date of October 14, 2016 seemed far off – and now here we are. Are you ready to communicate the changes to your clients? Grab your book of business and follow these 4 steps.
We all know what happens when there’s a new boss – he or she scrutinizes everything, asks lots of questions and does not take “we’ve always done it that way” for an answer. Maybe it’s time to take a “new boss” approach to your practice – leaving no account, process, person or value proposition unturned.
To quote Rob Base and DJ E-Z Rock, “It takes two to make a thing go right.” If you’re working solely with one spouse, you may be alienating the other. In today’s guest blog post, Jill Knittel explains how you can encourage both spouses to participate in the financial planning process, as well as potentially carve out a niche for those spouses who find themselves suddenly single.
The more advisors read the DOL fiduciary rule, the more questions they have. This week, we compare “BIC for a day” to contracted BICs, clarify level fees, and discuss how class action lawsuits might be used to police the rule.
Weaving the DOL rule into existing software and procedures is no small task. Proactive financial services companies are already hard at work, trying to determine the best course of action. Here’s what they’re doing.