Practice Management

Keep Millennials In Sight as Prospects

Details: Written by PFA Staff

Millennials, or the generation of individuals born between 1980 and the early 1990s, are typically laden with debt, underemployed, distrusting of financial advisors and highly risk averse when investing. Despite those characteristics, they are attractive prospects for financial advisors.

Handling Difficult Clients: Easy Steps to Improve Those Relationships

Details: Written by PFA Staff

Clients get angry. Its inevitable. Some clients may simply have unrealistic expectations and become upset when their unreasonably high standards aren’t met. In other cases, advisors may not clearly communicate with their clients or advisors may simply become overwhelmed with day-to-day activities and fail to promptly address their clients’ needs.

Addressing Thorny Issues: How to Have Tough Conversations with Clients

Details: Written by PFA Staff

Financial advisors frequently find themselves in thorny situations that involve helping clients address sensitive issues, such as those arising from marriage, divorce, aging, and illness. Other tough issues may include the need to discuss estate plans with children, spouses or other potential beneficiaries.

Don’t Overlook White Papers as Marketing Tools

Details: Written by PFA News

Many advisors overlook the value of using white papers as marketing tools, which is unfortunate because such materials can build trust, credibility, and web traffic while fostering more meaningful conversations with prospects. So writes the Journal of Financial Planning.

Value Propositions to Land New Clients Identified: Study

Details: Written by PFA News

Recent research from Pershing has identified various value propositions that help successful advisors land new clients. So reports ThinkAdvisor.

Practice Management

Keep Millennials In Sight as Prospects

Handling Difficult Clients: Easy Steps to Improve Those Relationships

Addressing Thorny Issues: How to Have Tough Conversations with Clients

Don’t Overlook White Papers as Marketing Tools

Value Propositions to Land New Clients Identified: Study

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