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10 Ways Your Happy Client Can Help You

Added on December 2019 in Manage Your Practice
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Summary: Many financial professionals have heard a client say: “Just tell me what I can do to help you!” The response you would love to give is “Send me clients.” You can’t say that! Where can you take this conversation?

You'd better increase your service offerings, or else find partners who can help​

Added on November 2019 in Manage Your Practice
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Summary: Here's a warning: Your clients are going to expect a lot more out of you in the coming years than you are probably providing today. And if you don't start preparing for it, you might as well get out of the business.

Why I walked away from my advisor study group

Added on November 2019 in Manage Your Practice
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Summary: There weren’t any fallings-out or anything wrong with the group, it just no longer supplied the support structure I needed. I’ve since moved to quarterly one-on-one conversations with select advisors. It suits me much better.

Providing Your Clients Value Through Retainer-Based Planning

Added on November 2019 in Manage Your Practice
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Summary: Most financial planners enter the industry with honest intentions and the desire to help clients manage and understand their finances. They often begin working in wirehouses, and eventually might decide to start their own business. Soon, they realize it can get lonely out there.

Voices4 rules for talking to tech vendors at conferences

Added on November 2019 in Manage Your Practice
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Summary: There’s no shortage of technology vendors lining the exhibit halls at RIA industry conferences. This is a good thing — competition breeds innovation, drives down costs and improves offerings for RIAs. But without the right approach, advisors can come away from these events more confused about their firm’s tech needs than when they started.

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