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Summary: Since the holiday shopping season officially starts immediately after Halloween, it’s not too early for advisors to start thinking about what kind of swag they’ll bestow on clients this year.
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Summary: There is heavy competition for the relatively few unattached experienced advisors, mainly due to the fact that firms can assign client responsibilities to these hires immediately, without extra training, and expect them to start generating revenue immediately -- especially if they have an existing book of business. Yet with big demand and small supply, prices are high (and continue to escalate) for this type of advisor.
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Summary: An in-depth analysis of how you and your team are spending your time is a key step in building a sustainable practice that achieves the goals you’ve set for your practice and your life, says Susan A. Riley-Hayes, who owns Highpointe Wealth Advisors speaking at SourceMedia’s Women Advisors Forum in Chicago.
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Summary: Many service companies, including retailers, call centers, and security firms, can reduce costs and make better hires by using short, web-based psychometric tests as the first screening step. Such tests efficiently weed out the least-suitable applicants, leaving a smaller, better-qualified pool to undergo the more costly personalized aspects of the process.
Added on November 2013 in Form an RIA
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Summary: Though some financial advisors seem to fear that segmenting their client bases means turning people into numbers or relegating otherwise valued customers to inferior-service quadrants, AccountingWeb says it’s in fact a way to increase efficiency and enhance client service.
