Manage Your Practice
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AssetMark Deploys Prospecting, Marketing Tools
From Wealth Management
Added on February 2022 in Manage Your Practice
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Summary: AssetMark launched two new tools aimed at helping advisors on its platform with their client prospecting and marketing, according to recent announcements from the firm. The first tool, called WealthBuilder Prospecting, is designed to provide “a gateway for interested leads to start a low-friction discovery process” with one of the more than 8,500 advisors on AssetMark’s platform.
Why Advisors Need to Be 'Like a Quarterback': Ken Dychtwald
From ThinkAdvisor
Added on January 2022 in Manage Your Practice
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Summary: Through all the horribleness, the pandemic has been a wake-up call to talk and reflect about legacy and end of life,” Ken Dychtwald, founder and CEO of Age Wave, tells ThinkAdvisor in an interview.
The Top Practice Management Story of 2021: Regulators Strike Back
From Wealth Management
Added on December 2021 in Manage Your Practice
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Summary: The 2020 election brought changes in leadership and direction throughout Washington, D.C., from 1600 Pennsylvania Ave. to the Securities and Exchange Commission. President Joe Biden’s nominee to succeed outgoing SEC Chair Jay Clayton was Gary Gensler, who’d chaired the Maryland Financial Consumer Protection Commission and previously led the U.S. Commodity Futures Trading Commission under President Barack Obama.
Pivoting to High-Net-Worth Clients Is No Easy Task
From Wealth Management
Added on December 2021 in Manage Your Practice
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Summary: Lots of advisors want to reposition their firm to work with high-net-worth clients or even start a new one aimed at households with deeper pockets, but that’s often easier said than done.
The challenges of remote work will only grow
From InvestmentNerws
Added on December 2021 in Manage Your Practice
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Summary: Since the stock market serves as an indicator of investor sentiment about the future, its recent gyrations underscore the worries surrounding the possible impact of the Covid-19 omicron variant. One thing is certain: Given the experience with the first wave, lockdowns and closures could be reimposed to contain the variant’s spread. Even if government officials decide not to take such economy-crippling measures, large numbers of people simply may choose to continue working remotely. Those who have returned to offices may go back to working from home.
