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Collaborate to Win Younger Clients

From wealthmanagement.com
Added on January 2014 in Manage Your Practice
1 visitor like this article | Viewed 3501 times | 0 comment

Summary:They don't care where you went to school or what certificates hang on your wall. But once you win them over, wealthy young clients may be your biggest advocates and your best customers.

Organizing Principles for Disorganized Advisors

From Advisor Perspectives
Added on January 2014 in Manage Your Practice
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Summary: Practice management expert, Beverly Flaxington, provides some time management tips to help advisors deal with disorganized staff. She affirms that some people can do more with less, but many people need a process and structure and someone to delegate to.

How to Attract and Retain High Net Worth Clients

From On Wall Street
Added on January 2014 in Manage Your Practice
1 visitor like this article | Viewed 3677 times | 0 comment

Summary: Research and coaching firm CEG Worldwide counts about 420,000 advisors in the United States, of whom only about 1,200 (less than 1%) have made more than $1 million in net income three years in a row. One hallmark of that elite group is that it has an average of 43 client households, significantly smaller than the 200-plus average that other firms manage.

Teaching young advisers how to fish for new business

From InvestmentNews
Added on December 2013 in Manage Your Practice
1 visitor like this article | Viewed 3573 times | 0 comment

Summary: Whether you're at a wirehouse or an RIA, teaching talented young advisers how to bring in business is an issue that must be addressed. The most important thing to remember, though, is that real change has to come from within, and will not happen overnight. But it will happen with a real commitment from both firm and adviser. And, with both the right training and right support, the talented young advisers of today will also become the rainmakers of tomorrow.

How financial advisers should focus their core values

From InvestmentNews
Added on December 2013 in Manage Your Practice
1 visitor like this article | Viewed 3571 times | 0 comment

Summary: The most important stake that you'll drive into the ground in support of your company's foundation should be comprised of your core values. But what exactly are these core values, and when it comes to developing them, who precisely should they be created for?  Rather than thinking of them as a client-facing marketing tool, your core values should be almost entirely “inward-focused,” meaning they should be designed to reinforce the internal principles that promote ethical business practices and consistent professionalism throughout your firm.

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