Try one month free with this coupon: ria_match_promo

Home > 
Knowledge and Insight

All Articles


4 Trends You Can't Ignore

Added on November 2013 in Thought Leadership
1 visitor like this article | Viewed 3135 times | 0 comment

Summary: The future is uncertain in a lot of ways, but the industry is already in flux. There are some ways that advisors can prepare for what’s coming to achieve their business goals and serve their clients well. The future always presents challenges, but also opportunities for those who are prepared. In the future, that is, today, four major trends are affecting your clients and your businesses.

2013 Fidelity Millionaire Outlook Executive Summary: Gen X/Y Millionaires Not Sitting Idle

Added on November 2013 in Thought Leadership
1 visitor like this article | Viewed 3490 times | 0 comment

Summary: The Fidelity Millionaire Outlook, now in its 6th year, is an in-depth survey that analyzes the investing attitudes and behaviors of millionaire households. This year’s survey takes a close look at Gen X/Y millionaires — who they are, their lifestyles, how they’re investing, and where they turn for help.

Long the underdogs, female advisors are actually winning in two important categories, a study based on $3.5 trillion of AUM shows

Added on November 2013 in Thought Leadership
0 visitor like this article | Viewed 3115 times | 0 comment

Summary: Despite finding themselves in a sometimes inhospitable male-dominated profession, female advisors are capturing the lion’s share of the nation’s increasingly higher earners — women — and winning a higher average account overall.Just 12% of the investment advisory workforce comprises women, but the typical female advisor counts more women as clients and a higher average account in such households than their male counterparts, according to a new study by PriceMetrix Inc

Behavioral Selling for Sales-Shy Advisors

Added on November 2013 in Thought Leadership
1 visitor like this article | Viewed 3220 times | 0 comment

Summary: Financial advisors, independents particularly, are often reluctant to even talk about sales, feeling the subject undermines their professional ethos as investment experts.Business development consultant Beverly Flaxington says an improved mindset and techniques can fundamentally boost revenue. The principal of The Collaborative, a consulting firm focused exclusively on financial advisors, frames the sensitive topic of sales.

5 Prospecting Methods That Really Work

Added on November 2013 in Thought Leadership
1 visitor like this article | Viewed 3346 times | 0 comment

Summary: It’s no surprise that prospecting is the No. 1 challenge advisors face, year after year. When, as part of National Underwriter’s recent Independent Producer Study, we asked about the most challenging aspects of selling insurance products, 55 percent of respondents named prospecting as their top trial.

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?