Practice Management

Practice Management (149)

Clients Want Better Communications with Advisors

In a recent study sponsored by investment research platform YCharts, nearly 64% of survey respondents said their advisors contact them 'infrequently' or 'very infrequent.' Among those individuals, 66% said more frequent conversations would improve their confidence in the investment professionals that they use. So reports Financial Advisor.

Read more...

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.

Read more...

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.

Read more...

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.

Read more...

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.

Read more...

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.

Read more...

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...

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
Ok Decline