Driving Content Via Social

Dec 13, 2018

Earlier this week, we formally introduced you to our podcast. Now here’s a little background on how we got here and how it can help you – by listening and doing.

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Ending 2018 With A Bang: The Practically Speaking Podcast

We’re excited to offer our readers a new way to get practical practice management advice. The Practically Speaking Podcast is live!

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Holiday Book Club

There’s nothing about a guy coming down the chimney in these books, but reading them might help you deliver a consistent customer experience like he does.

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Custom Portfolios vs. Models: Worth the Risk?

Nov 29, 2018

If you’re building a custom portfolio for every client, you may be doing them (and ultimately yourself) a disservice. Don’t believe me? I’ll count the ways.

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Growth vs. Value (To Your Firm)

Nov 27, 2018

There are two modes to career building; growth and value. Assess which one you’re in (or should be in) to help make your next move.

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C-Sharing: Declining Revenue

Nov 15, 2018

It seems the industry is moving to eliminate C-shares, or at least widely curtail their usage. It makes sense to get there with your clients well before the industry does.

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Holiday Social Media: How to Show the Personal Side of Your Firm

Holiday vacations and slower workdays mean more eyes on social networks. Keep your brand and message going strong over the next six weeks with a little holiday twist.

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Segmented Planning for Investment Advisors

You didn’t need a poll to know that investment management is not necessarily a core part of your value proposition, but we do have the results of a poll that bears that out. What services can you add that do make your value prop more attractive to more clients?

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A Big Mistake

Of course you try your best to avoid mistakes, but you can exceed client expectations with how you handle them. Then they’re more likely to be a client for life.

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Advisors – I Still Haven’t Found What I’m Looking For

Oct 30, 2018

Guest Gen-X blogger Laura did NOT win a cool billion last week (not for a lack of trying, apparently) but her search for a financial advisor is heating up. This week, she shares what happened when she Googled you.

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