Practice Management

Practice Management (148)

Focus on Deep Relationships to Increase Profits

Rather than focusing on capturing a large number of clients, advisors may be well served by focusing on developing deep relationships with 70 investors. So writes marketing consultant Sara Grillo in a recent column for Advisor Perspectives.


How to Win Clients By Talking Less

Many advisors fail to win clients because they talk too much and then fail to listen, says Sara Grillo, a marketing consultant. So reports Advisor Perspective.


LPL Offers Advisors New Employment Model

With its planned acquisition of Allen & Company of Florida, LPL will offer its advisors, who currently serve as independent contractors, the opportunity to become full time independent employees of the company. So reports Barron’s.


How Advisors Can Gain New Clients

Advisors can improve their prospecting by having narrowly defined target clients, developing content marketing campaigns and using social medial. So reports U.S. News & World Report.


IRA Trusts Are Growth Area for Advisors

Helping to implement IRA Trusts and monitoring the programs can be an attractive market for financial planners who currently compete against no-cost or low-cost advisory platforms, writes Ed Slott, a popular authority on retirement topics. So reports Financial Planning. Read more...

Preparation for Adversity is Key to Serving Clients

Financial advisors typically focus on hard numbers and cold facts in creating investment portfolios, but being able to help clients through hardships, such as the death of a spouse or other family members, is an equally important skill.


Advisors Failing to Implement Succession Plans

Advisor often encourage their clients who are business owners to draft succession plans, but many advisors have failed to do the same for their own businesses. So reports InsuranceNetNews. Read more...

With Digital Marketer Shortage, Recruitment is Challenging

Asset managers and other financial advisory firms are planning to aggressively increase their digital marketing next year. Yet, with unemployment at a significantly low rate of only 4.1%, many firms will face challenges in recruiting employees for executing on their new marketing goals. Read more...

Low-Cost Services May Cause Upheaval in Advisor Fees

Low-cost advisory services from robo-advisors and firms such as Vanguard are likely to cause financial planners, who may charge 1% of assets under management, to revamp their fee structures. That's according to Wei Ke, who is a consultant at Simon-Kucher & Partners. Read more...

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