BlogsPractice Perfect
Donna Mitchell
May 2, 2012
Financial advisors sometimes puzzle over how to effectively reach and serve black and Hispanic clients. A Vanguard study released recently suggests they can start by drilling home a simple message: emergency savings accounts are a must.
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Donna Mitchell
April 20, 2012
LPL’s board of directors has been putting a lot of trust lately in some of chairman and CEO Mark Casady’s longest-serving, highest-flying lieutenants.
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Donna Mitchell
March 14, 2012
Financial Planning Senior Editor Donna Mitchell says there are a litany of business models and management options available outside the structured walls of wirehouse firms.
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Donna Mitchell
February 3, 2012
For planners with energy to spare, pro bono work promotes the concept of holistic financial planning in compelling ways.
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Donna Mitchell
January 6, 2012
Most industry professionals who know their mobile apps say every firm should have one, especially those that claim to be serious about being accessible to their clients.
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Donna Mitchell
November 30, 2011
The repeal of the 3% withholding tax might actually make life easier for financial planners and their clients.
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Donna Mitchell
November 23, 2011
Business is running smoothly now, but Financial Planning senior editor Donna Mitchell says ARGI Financial had to overcome some operational hurdles — ultimately changing custodians and back-office systems — to get to this point.
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Donna Mitchell
November 1, 2011
What is there to do on LinkedIn everyday? As it turns out, there are several powerful free tools that can help advisors market their practices as well as help them search effectively for new clients. Financial Planning senior editor Donna Mitchell says that planners who aren’t taking advantage of these functions (remember: they’re free) probably should be.
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Donna Mitchell
September 29, 2011
Financial Planning senior editor Donna Mitchell says financial advisors are particularly skilled at helping their clients define how their financial lives are -- and should be -- structured. If only they were able to do the same for their practices.
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Donna Mitchell
August 31, 2011
It was not long ago that the term alternative investments prompted images of exotic venture capital, private equity and hedge fund investment strategies frequented almost exclusively by very wealthy households and institutional investors.
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Donna Mitchell
August 16, 2011
African-American financial advisors just need to look at The Washington Group, headed by managing partner Leo Tucker, to appreciate the realities and the upside potential of their chosen careers.
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Donna Mitchell
August 2, 2011
The global economy is trudging through an austere recovery. Lawmakers in the U.S. have just wrangled an uneasy compromise about the debt ceiling and the equity markets are a constant source of surprise to investors. Sounds like the right time for you to walk away from the practice for a couple of months.
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Donna Mitchell
July 21, 2011
Sharing too much and assuming that you always know what is best are among the surefire ways of pointing clients to the door.
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Donna Mitchell
July 14, 2011
When business development professionals come aboard and start bringing new clients into the fold, don’t let them down with processes that fall short.
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Donna Mitchell
July 5, 2011
The old saying ‘sell in May and go away’ does not apply to daily investing life anymore, and many advisors know the reasons why.
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