Practice Management

Practice Management (170)

Outsourced Asset Management OK with Clients

In a recent survey by money manager Northern Trust, advisors said that 92% of their clients reacted positively to advisors’ decisions to outsource asset management. So reports ThinkAdvisor.


Top Strategies for Clients' Tax Refunds

Many Americans get excited when they receive their Federal and state tax refunds. That’s understandable. After all, the IRS reports that the average refund from Uncle Sam last year was $3,000, which is enough for a nice vacation or other types of discretionary spending.


How to Win Clients with a Successful Career Story

Sooner or later, financial advisors need to articulate their career stories. The requirement can arise during an elevator sales pitch, in lunch meetings, or in marketing materials. Either way, when done poorly, telling your story can be the kiss of death.


Snow Storms Underscore Disaster Planning Importance

The winter storm of February 12th and 13th knocked out power to 200,000 homes and businesses in Macon, Georgia, before heading up the East Coast toward New England. By the time it ran its course, it was estimated to have killed power to hundreds of thousands of electric customers while snarling automobile traffic and causing thousands of flights to be canceled.


Advisor Value Add: Help Clients Prevent Credit Card Fraud

The well-publicized data breach at Target, which resulted in the unauthorized collection of some 70 million credit card account numbers, wasn’t unique.


How Advisors Can Generate More Web Hits

Advisors should run a series of simple tests to assess if they need to enhance their online presence to generate more web hits. So reports the Financial Planning Association Practice Management Center.


Don’t Overlook Clients’ Wives

Advisors who fail to build relationships with their clients’ wives are making a big mistake. So reports Wealth Management.


Six Steps to Generate Media Coverage

Some advisors shun media coverage based on fears that managing relationships with reporters can be time consuming and riddled with the risk of being misquoted. Others fear they may run amuck of industry regulations.


Helping Clients Keep New Year’s Resolutions

Contrarians may argue that New Year’s resolutions are made to be broken. Yet, failing to stick with resolutions that are intended to improve personal finances can be disastrous.


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