Manage Your Practice
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Tips for Hosting Successful Client Events
From WealthManagement.com
Added on July 2019 in Manage Your Practice
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Summary: Client events should be an integral part of every advisor’s business plan. When done right, they can be a great way to build trust with existing clients, attract new prospects and drive sales. However, with all the demands on your clients’ time, it can be increasingly difficult to organize a memorable event that clients truly want to attend. The one-size-fits-all retirement seminar or steak dinner may not cut it anymore as clients have come to expect more meaningful and personalized experiences.
6 best practices for running your firm
From InvestmentNews
Added on July 2019 in Manage Your Practice
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Summary: In the past, the small business owner could get by without being an active CEO. But those days are long gone! Today, you must wear many hats (or hire others to wear them) — including HR manager, marketer and CFO — to keep your firm healthy and growing.
So where do you start? Here are six best practices to help prioritize your mental checklist.
Voices Should you close your planning practice to new clients?
From Financial Planning
Added on July 2019 in Manage Your Practice
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Summary: Life seldom takes you where you expect. Since 2008, Life Planning Partners has grown to four advisors and an office manager with a part-time administrative assistant. We now serve 95 client families: Our niche is the millionaire-next-door DIYer who recognizes that their finances have become too complicated to do well on their own.
How 'high beam thinking' can help advisers adapt to a changing future
From InvestmentNews
Added on June 2019 in Manage Your Practice
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Summary: Instead of thinking about technology disruption as linear change, high beam thinkers are better at taking current events and extrapolating what will come five or even 10 years down the road, said Mr. Klososky, founding partner, TriCorps Technologies, at a recent symposium in New York sponsored by BNY Mellon's Pershing.
The 7 Principles of Highly Effective Advisors
From ThinkAdvisorThe 7 Principles of Highly Effective Advisors
Added on June 2019 in Manage Your Practice
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Summary: Hidden cowardice is lurking in most people; and that, clearly, can make leading high-courage conversations a huge challenge. But there are techniques to discussing “the undiscussables,” as Scott Jeffrey Miller, executive vice president of thought leadership at FranklinCovey, reveals in an interview with ThinkAdvisor.
