
Practice Management (170)
For Advisors, There Can Be Opportunity in Crisis
- Wednesday, 27 May 2020
- Practice Management
- Written by PFA News
The pandemic is taking a terrible toll on many Americans’ health and finances. At the same time, financial crisis can be a real opportunity for advisors to demonstrate value to clients and grow their businesses. That’s according to Timothy D. Welsh, CFP is president, CEO and founder of Nexus Strategy, LLC, who authored an article for Think Advisor.
Read more...Advisors Need to Be the Calm in the Storm for Clients: Experts
- Wednesday, 25 March 2020
- Practice Management
- Written by PFA News
Amid panic and fear about the coronavirus pandemic and the correlated market fallout, advisors need to be the calm in the storm for their clients. That’s according to retirement experts interviewed by ThinkAdvisor.
Read more...FAs Should Embrace AI, Not Fear It
- Wednesday, 25 March 2020
- Practice Management
- Written by PFA News
Artificial Intelligence, or AI, is not the enemy many financial advisors fear it is, according to Jack Brod, chair of the CFP Board of Directors. So reports Financial Advisor.
Read more...Advisory Firms Must Find a Niche or Face Extinction
- Wednesday, 11 March 2020
- Practice Management
- Written by PFA News
John Anderson, Managing Director of the Practice Management Solutions Team for Independent Advisor Solutions by SEI, said recently that in order to succeed in the next 5-10 years, advisors are going to have to find a niche rather than operate as generalists. So reports CNBC.
Read more...Daily Money Managers: A Solution to a Common FA Challenge?
- Saturday, 08 February 2020
- Practice Management
- Written by PFA News
Financial advisor Liz Miller encountered a problem many financial advisors likely face. After the death of her client, she took on the widow as a client and quickly realized her new client needed more help than she could provide. So reports CNBC.
Read more...Morningstar to FAs: Here's How to Demonstrate Value to Clients
- Sunday, 26 January 2020
- Practice Management
- Written by PFA News
Morningstar says its research shows that the value of the Financial Advisor role is currently misunderstood. To help, Morningstar published an article listing three things Financial Advisors can do to help show the value they bring to their clients.
Read more...Divorce: A Topic to Help Your Grow Your Business with Women
- Saturday, 25 January 2020
- Practice Management
- Written by PFA News
Financial consequences of a divorce can last for decades. Yet, 95% of women going through a divorce do not use a financial advisor, according to a new study. So reports Forbes.
Read more...Clients Want Better Communications with Advisors
- Wednesday, 11 December 2019
- Practice Management
- Written by PFA News

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
- Saturday, 28 September 2019
- Practice Management
- Written by PFA News

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
- Friday, 30 August 2019
- Practice Management
- Written by PFA News

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.
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