Practice Management

Practice Management (170)

Addressing Thorny Issues: How to Have Tough Conversations with Clients

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

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

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


Best Practices for Turning Prospects into Clients

Many advisors launch successful marketing campaigns that build large pools of prospects only to fail to cultivate new clients. More specifically, some advisors have a dismal success rate in finding new clients from among long lists of subscribers to their blogs, newsletters and social media sites.


How to Find the Best Times to Send Email

Email is a financial marketer’s dream come true: it’s inexpensive and customizable.


How to Land Speaking Engagements

Advisors can increase their chances of landing speaking engagements by assessing their target clients, identifying their own areas of expertise, creating a speaker request form on their webpages, and by finding speaking outlets that focus on individuals who are likely to be prospective customers. So reports the Journal of Financial Planning.


How to Complete with Robo-Advisors

Online-advice providers, or robo-advisors, are getting their fair share of publicity and funding. Earlier this year for example, Betterment said it had raised $32 million in fresh assets, bringing its total funding to $45 million. LearnVest, meanwhile, has also announced substantial success with its fund raising efforts.


Value Add: Help Clients Prevent Rising Credit Card Debt

Credit card use is back in vogue with many Americans, placing consumers at risk of running up unmanageable levels of debt, high interest charges and other fees.


Trust in Advisors Improves, But Client Satisfaction Dips

The 2014 World Wealth Report has determined that high net worth investors’ trust of advisors increased worldwide by 13.5% during the past year. So reports Wealth Management.


How to Pitch the Value of Advice

Advisors can best communicate the value of their services by avoiding industry jargon, being concise, repeating key points, maintaining a robust web presence, and ensuring that team members convey consistent messages. So reports Financial Planning.


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