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Summary: Many financial advisors reason that their high net worth clients prefer meeting only one or two times a year because the advisors have difficulty scheduling more frequent meetings with them. They are busy people, but in many cases, the reason for the reluctance is that the clients are not experiencing valuable results for the time expended.
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Summary: Advantage Media Group|ForbesBooks CEO Adam Witty said Wednesday at the FPA Retreat that actual book sales are beside the point. Rather, he argued, advisers gain authority, niche celebrity status and expertise through publishing, therefore attracting and retaining clients.
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Summary: Often advisors ask us, “How should I get started in marketing?” It’s a fair question. They just want to make sure they’re putting their time and resources in the right place.
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Summary: Latest earnings reports issued this week show that the Charles Schwab Corp.’s RIA custody unit—the largest custodian and a fair proxy for the industry—continues to gain assets at a faster pace than its wirehouse competitors.
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Summary: Three-time NYC mayor Ed Koch became famous for regularly asking; How’m I doin’? Now I am sure, at times he meant that as a rhetorical question. But many times he really wanted to know. How often are you asking the same question of your best, and not so best clients? Some of the industry’s top advisers regularly conduct satisfaction surveys with their clients.
