Let the Fiduciary Movement Move You to Profitability

May 11, 2017

The fiduciary movement can be better for your business, but what you do with it will affect your value and revenue. Are you building a firm that will command a premium or one that looks like everyone else?

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Segmenting the Millennial Market: Meet Marg, Chip and Drew

We recently surveyed more than 600 millennial investors. By the time you’re done reading this 4-part blog series on the results, you’ll be armed with a plan to develop marketing and service models to fit their needs, while also staying true to your firm’s business objectives.

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Shorts: On Rules, Rhoades and Referrals

Fee-based business is up; transaction-based is down (thanks, DOL Rule). I finally caved to the podcasting craze – referral-based content that did it. Here’s what I’m reading (and listening to) this week.

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Client Portals – Many Options, Different Goals

May 2, 2017

We are at the beginning of the age of the comprehensive client portal. There are many players with numerous capabilities and goals, but the overarching goal is the same – putting investors at the center of the financial universe.

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What is Your Marketing Mindset?

Are you paying enough attention to marketing your business? Your growth goals may depend on it.

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One Millennial Compares Investing Options: How Did You Fare?

Apr 25, 2017

A friend of mine had some money to invest, so she decided to explore her options. Her online research tells a story that’s probably not unlike other consumers. So did she pick you?

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Key Questions to Ask Millionaires to Build Trust

Apr 20, 2017

Building a system of trust is key to attaining your ideal clients. Grant Hicks, president of Advisor Practice Management, says it’s all about knowing the right questions to ask, and when and how to ask them.

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The DALBAR QAIB: It’s Behavior (Not Performance) That Hurts Investors Most

Another year, another DALBAR QAIB to remind us that investors are often their own worst enemies. Here’s a summary of the latest report, along with the goals-based case for staying the course.

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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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