Manage Your Practice
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When Family Members Are Clients
From wealthmanagement.com
Added on October 2015 in Manage Your Practice
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Summary: Work your warm market” is the mantra for newly minted financial advisors. And what market is warmer than family? They are the most accessible and usually have an interest in supporting your success. They may feel that, as family, you will be more trustworthy and treat their investments with a heightened sense of care and protection. Or maybe they just didn’t know how to say no to you.
Five steps to becoming a thought leader on LinkedIn
From Investment News
Added on October 2015 in Manage Your Practice
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Summary:Recently, I spoke with an experienced adviser who was frustrated that his clients often base important financial decisions on random articles or pieces of information they read online, rather than consult with him for advice. I reminded him that educating his clients is a necessary step in establishing a relationship of trust — a relationship where his clients turn to him for their greatest financial questions and decisions.
Veres: Engage with Clients Before You Meet Them
From Financial Planning
Added on October 2015 in Manage Your Practice
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Summary: An interesting array of advanced features have been showing up lately on advisor websites. One clever development has video clips of advisors and clients interacting. In one case, the video runs in the background, with pictures of the firm’s advisors in the foreground. Click on a face and up pops that advisor’s bio.
When it comes to Twitter, keep messages short and to the point
From InvestmentNews
Added on September 2015 in Manage Your Practice
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Summary: When it comes to Twitter, less is more. Speculation is swirling around what sort of changes Twitter may be making to its 140-character limit for tweets, after tech site Re/Code published an article that an undisclosed new feature was in the works. Some media experts think it may mean the end of including links as part of the character limit or excluding the @ sign when tagging users.One thing is certain for advisers, however: Try not to get too excited.
What Is The New Buyer Journey? Why Advisors Should Care?
From Iris
Added on September 2015 in Manage Your Practice
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Summary: Any good buying decision must first start with research. The proliferation of digital media has made content so readily accessible that it’s now possible to do most of your due diligence online without the need to speak to someone to make a buying decision. So, why should you care as an advisor?
