Practice and Client Management News
Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention-driven practices, manage high net worth relationships and operationalize growth frameworks that go beyond rudimentary 101 topics. Learn the latest financial planning news from expert reporting and analysis that matters to industry leaders.
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Generating more business and client referrals could be as simple as segmenting your client base.
May 1 -
When you start putting pen to paper (or fingers to keyboard), think carefully about the words and the style you use. Every communication is an opportunity to reinforce your positioning, market your firm and your build your brand. Sometimes, dear mild-mannered financial planners, it’s okay to be bold – and even a bit (gulp!) bossy. It’s a noisy world out there. Your ads, flyers and other marketing promotions must stand out and grab attention.
April 25
Impact Communications -
Theres no doubt that starting an advisory business can be harrowing, but finding good people to eventually take over your business may be even harder, says John Brackett, a regional director with Financial Network Investment Corp.
April 12 -
Are you using one of these tried-and-true referral methods to reach new prospects?
April 1 -
What is your unique value proposition? What is the strategic direction of your practice? What can you do that will really drive referrals? The best answers may come from consultants often underutilized by financial advisors your clients.
March 14 -
Public relations is one of the best ways to increase awareness and build credibility, yet many advisors don't take full advantage of this marketing tool.
January 1 -
Behavioral finance has been kicking around the halls of academia for several decades, but now some financial companies are finding ways to apply these concepts in the real world.
January 1
