Laura Kogen
May 8, 2013
In order to capitalize on the opportunity to focus on female clients, you may be required to break some habits of the past.
Ken Haman
May 2, 2013
Client advisory boards are a great way to get clients and advocates even more engaged in supporting the business. If you are considering developing an advisory board, here are some points to consider from blogger Ken Haman.
Ken Haman
April 17, 2013
Few advisors are encouraging their clients to take action now and prepare for the challenges their investments will face in a rising interest-rate environment., according to blogger Ken Haman. How could this cost you business in the long-run?
Craig Faulkner
April 9, 2013
Here are some great tips that will help your financail advisory website rise to the top of the heap in search engine optimization.
Ken Haman
March 27, 2013
Building (and rebuilding) credibility with clients and with potential referral advocates must be an ongoing commitment. Ken Haman said that he suggests advisors allocate significant time each month to proactively reaching out to existing clients and to “centers of influence” with a thoughtful message about the markets, where we’ve been, what’s currently going on and what is likely to happen next. How can you use proper messaging to grow your book of business?
Ken Haman
March 20, 2013
After experiencing nearly 30 years of benign, cooperative capital-markets behavior, Ken Haman says many advisors are baffled or frustrated by how difficult it has become to get clients to accept new investment ideas. But if we can understand more accurately how humans cope with anticipating various outcomes, we can structure our messaging to be more effective at getting clients to take the right kinds of actions.
Ken Haman
March 13, 2013
In every organization, there are a few top performers who set the pace for everyone else. Ken Haman says advisors need to explore what the top 20% of your colleagues do differently and what you can do to join them in the top tier.
Blane Warrene
March 5, 2013
Social media is an enormous opportunity, but it also presents some distinct challenges when it comes to compliance. Here's a quick guide, and a five-point compliance checklist.
Ken Haman
February 28, 2013
If you’ve built a productive advisory practice, you know that the single most important resource for prospective clients is your existing book of clients. Unfortunately, Ken Haman says asking for referrals from your current clients can do more harm than help.
Craig Faulkner
January 6, 2013
Blogger Craig Faulkner says he is tired of hearing people his age talk about how confusing all the new technology is. He is convinced that most advisors are more intimidated by the idea of technology than by the technology itself. Check out three tricks to help you get the jump on all of the new data, devices, and demands they make on your brain and your time.
Caitlin Zucal
January 3, 2013
For financial planners, social media is an important tool as they search for newer ways to generate leads, build personal relationships with clients and prospects, and grow a reputation as an influencer in financial services. However, many are still hesitant to jump aboard the social media bandwagon due to compliance regulations and lack of knowledge on how to begin.
Craig Faulkner
December 6, 2012
Late night comedian David Letterman joked, “Everybody is talking about the fiscal cliff. And I'd be talking about the fiscal cliff too, if I knew what the hell it was.” Your clients and prospects are probably just as worried, and twice as confused.
Matthew Halloran
November 19, 2012
The financial planning world has a serious problem. There are not enough financial advisors being trained and coming through normal channels to replace all those advisors who want to retire and sell their practices. If you are a buyer, well things are about to get really good. There will be a lot, again, a lot of practices up for sale.
Craig Faulkner
November 12, 2012
Many people use LinkedIn to search for a new job. As a financial professional, you want to use LinkedIn to search for new prospects, and strengthen your relationship with current clients. So in a way, your LinkedIn profile is like a mini-resume. Your profile is successful if it helps prospects and clients have confidence in your abilities and want to engage your services.
Craig Faulkner
October 31, 2012
How to utilize social sites effectively is on everyone’s mind these days, and most advisors can readily understand how to use a site like LinkedIn for business contacts. But what about Facebook? Does a site that traditionally features family pictures and silly contests really help you promote yourself and your services?
