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The RIA's secret to organic growth

From InvestmentNews
Added on November 2022 in Manage Your Practice
0 visitor like this article | Viewed 663 times | 0 comment

Summary: Increasing your investment in marketing can boost organic growth, especially during a downturn. Here’s how to do it while keeping return on investment in mind.

 

Strategic Planning for 2023: Think 'What' Not 'Why'

From Wealth Management
Added on October 2022 in Manage Your Practice
0 visitor like this article | Viewed 619 times | 0 comment

Summary: The calendar has officially rolled into the fourth quarter of 2022, which means many RIAs will be conducting strategic planning sessions in the coming weeks and months as they look forward to 2023. 

Cyber Insurance Rates Spiking, Forcing FAs to Make Tough Risk Assessments

From Financial Advisor IQ
Added on September 2022 in Manage Your Practice
0 visitor like this article | Viewed 646 times | 0 comment

Summary: Advisors are facing a far greater risk of a data breach than they were even six months ago, but the safety net — cyber insurance — has become much more costly

You Need More Client Friendships

From Wealth Management
Added on September 2022 in Manage Your Practice
0 visitor like this article | Viewed 718 times | 0 comment

Summary: We’ve long reported on the impact of more personal relationships with clients, talking often about the “emotional connection” that benefits advisors and clients alike. In our most recent project, we simplified this study to focus on whether or not a client considers their financial advisor a friend. If you’re curious, 55% said they did, 35% said they did not, and 10% weren’t sure.

Outsourcing can increase firms' scale and efficiency

From InvestmentNews
Added on August 2022 in Manage Your Practice
0 visitor like this article | Viewed 744 times | 0 comment

Summary: Advisers today have many tools to help them increase their efficiency, and technology, in particular, allows for unparalleled opportunities to be productive. When advisers are able to accomplish more without adding additional staff, they see better business metrics and greater profitability.

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