Practice Management

Practice Management (169)

Advice on Getting Qualified Prospects

Canterbury Investment Management conducted a survey of financial professionals about the challenges they face heading into the year. Ninety-five advisors participated in the survey. So reports ETF Trends

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Working from Home An ‘Abberation’: Goldman Sachs CEO

David Solomon, the CEO of Goldman Sachs does not think working from home is here to stay. So reports CNBC.

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Which Pandemic-related Changes Will FAs Adopt Long-Term?

This past year ushered in some changes that are likely to stick around. In fact, 60% of advisors say they plan to, or may consider, a permanent virtual/in-office hybrid arrangement for their teams, according to a new survey of 396 financial advisors by InCapital.

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3 Things FAs Can Do to Beat the Competition

There are three things financial advisors can do to outperform the competition. So reports Financial Advisor Magazine.

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Younger Investors Want FAs to Discuss More Topics

Millennial investors and those from Gen Y are looking for financial advisors to broaden the scope of their conversations. Doing so can help deepen trust and increase satisfaction. So reports the National Association of Plan Advisors

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Advisor-Client Communications Changes Likely to Stick Post Pandemic

The coronavirus has caused a lot of changes, including the way FAs communicate with clients. And, some of those changes may be permanent. So reports Think Advisor.

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Tips for Hiring Junior Advisors

Do you have more work than you can handle? Need to hire staff to help? U.S. News & World Report has some tips for you.

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To Keep Clients, Advisors Must Listen More: Study

A survey of 300 U.S. financial professionals by Natixis Investment Managers found that many advisors feel they need to improve their client-relationship skills. So reports CNBC.

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4 in 10 Brokers Plan to Go Independent: Survey

A new survey from TD Ameritrade finds that 40% of brokers say they’re more likely now to go independent than they were six months ago. So reports U.S. News & World Report.

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Tips for Starting New Client Relationships Off Right

Once a new client has decided to hire you, there are some basic steps you can take to make sure the relationship starts off on a positive note.

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