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Prospecting in a time of crisis

From Financial Planning
Added on March 2020 in Manage Your Practice
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Summary: Can financial advisors achieve net organic client growth in a time of crisis?Yes, RIA executives say: by deftly handling inbound inquiries and judiciously strategizing outbound marketing and prospecting.

Pandemic makes improving financial literacy more important than ever

From InvestmentNews
Added on March 2020 in Plan for the Future
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Summary: Our world has drastically changed over the last few weeks as the coronavirus disrupted the economy. That just makes the work of improving Americans’ financial awareness and financial literacy all the more important as we approach National Financial Literacy Month in April.

Tibergien: The Smell of Fear

From ThinkAdvisor
Added on March 2020 in Other Ideas
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Summary: At a recent luncheon hosted by a large asset manager for a small group of financial advisors, I was struck by how one person dominated the conversation — not in a pleasant way. He was in an agitated state, denouncing all past, present and future employees of his firm. He bragged about how many assets he had under management and how clients were clamoring to seek his wisdom.

What Can You Do While Stuck at Home?

From ThinkAdvisor
Added on March 2020 in Other Ideas
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Summary: The novel coronavirus has many people self-isolating at home. You might be healthy, but your firm has asked people to work remotely. Your city has closed schools and nonessential retail businesses. It might be two weeks; it might be longer. What’s an advisor to do?

How to Develop a Stable of the Best CPAs in Town

From wealthmanagemet.com
Added on March 2020 in Plan for the Future
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Summary: I stumbled onto a terrific article perfect for tax season: How to Find the Best CPA or Tax Accountant Near You by Janet Berry-Johnson, published in Wirecutter. Ms. Berry-Johnson’s audience was the general public, but I think it has some great implications for financial advisors as well.

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