4 Ways to Create Positive Client Experiences (and Get More Referrals)

Apr 13, 2017

If you want better and more frequent referrals, you have to give your clients a reason to think of you. Better service is one way to do it. You just need to change the focus from what you can’t control to the things you can.

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Blog Post Length: How Long is Too Long?

Apr 11, 2017

You’ve heard me say that you need to differentiate yourself and “prove your brand.” Blogging is an easy, inexpensive way to communicate who you are. And if you’re thinking, “I don’t have time to write a long post,” our guest blogger Susan B. Weiner is here to tell you why it’s not about the length.

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AI, Big Data and Robos: Could They Replace You? (Hint: It Depends)

Artificial intelligence is making robo-advisors better at planning. Will it make advisors go the way of the dinosaur? That all depends on you – the more specialized you are, the harder it would be for someone (or something) to replace the value you add.

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A 3-Phased Approach to Cost-effectively Acquire Millennial Clients

The costs associated with acquiring millennial clients can be high, mostly because closing rates can be relatively low. So if you’re serious about developing a sustainable business model to serve this generation, it’s vital that you develop an effective lead and vetting process.

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How to Create a Fiduciary Investment Process That Makes Sense for Your Business

Mar 30, 2017

The fiduciary movement is gaining momentum. Choosing to implement a fiduciary investment process now may make good business sense. To be successful, you should consider the business ramifications of building out that process.

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Investment Management in a Fiduciary World

If you’re acting in an investment management capacity to your clients, it’s critical that you are confident in (and can document) the efficacy of your process. Here’s what it takes to build out and manage your investment infrastructure.

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Advisors: Just How Referable Are You? Find Out

Mar 23, 2017

Most advisors want to grow. Most grow by referrals. If you want help identifying where you can focus your efforts to attract more referrals, now is your chance.

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Advisors, If You’re Not Doing Social Media, You’re Doing it Wrong

Back in the early 1900s, a stockbroker named Henry S. Haskins said, “Panic at the thought of doing a thing is a challenge to do it.” He could have been talking about advisors using social media (you know, if it wasn’t the early 1900s). Luckily, our social media manager Heather Wilson is here to encourage you to give it a shot and “fake it ‘til you make it.”

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9 Ways Communicating Your Brand Pays Off

Mar 16, 2017

There’s real, tangible value in communicating your brand. When you show people who you are and tie it to what you can do for them, it makes a compelling case to do business with you.

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2017 Software Survey Results: Mature Software Dominate Their Categories

Mar 14, 2017

You may never think it’s a “good time” to upgrade your technology (relative to your revenue-generating initiatives). But it’s important to understand the different technology categories and what advisors like you think of them. Luckily, a new survey provides a thoughtful analysis of the market share and user satisfaction rates in the financial planning/investment advisor space.

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