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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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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