Practice Management (176)
How to Manage Summer Interns
- Tuesday, 09 July 2013
- Practice Management
- Written by PLP Staff
Summertime is fun time, with vacations, barbecues and late sunsets that can make weekday evenings almost feel like weekends. Yet, the dog days of summer are also a time for many financial advisors to work closely with interns, which can be challenging.
Read more...Indy Advisors Say Women, Gen X, Gen Y Key to Future Biz
- Tuesday, 09 July 2013
- Practice Management
- Written by PFA News
Independent registered investment advisors believe women, Gen X, and Gen Y will be driving factors behind their practices in five year, reports Financial Advisor.
Read more...Investment Advisor Weekly is now Progressive Financial Advisor
- Thursday, 27 June 2013
- Practice Management
- Written by Kurt Martin
I am happy to announce that Investment Advisor Weekly has been renamed to Progressive Financial Advisor. Though we have changed the name to better reflect our corporate brand, the editorial mission has not changed and you will still continue to receive valuable content about how to manage and grow your business.
Read more...Life Insurance Isn’t Successful Aspect of Advisors’ Practices: Study
- Saturday, 22 June 2013
- Practice Management
- Written by IAW News
In a recent study, 52% of advisors said life insurance sales are neither a “successful” or “very successful” component of their practices.
Read more...Fed’s ‘Lost Wealth’ Report a Marketing Tool for Advisors
- Sunday, 09 June 2013
- Practice Management
- Written by Investment Advisor Weekly
Many Americans haven’t fully recovered wealth that was lost during the bursting of the real estate bubble and the bear market that followed the subprime mortgage crisis, according to a recent report by the Federal Reserve.
Read more...What Are the Characteristics of Top Advisors?
- Sunday, 09 June 2013
- Practice Management
- Written by IAW News
Leading advisors tend to be knowledgeable, open minded, capable of solving problems, willing to take business risks and talented at inspiring and directing staff, team members, clients and prospects.
Read more...Employers Increasingly Offer Financial Planning to Workers
- Thursday, 06 June 2013
- Practice Management
- Written by IAW News
Employers have been combining benefit planning, improved communications, and financial planning in the services they offer their employees, reports AdvisorOne.
Read more...Oklahoma Tornado Underscores Need for Disaster Planning
- Thursday, 06 June 2013
- Practice Management
- Written by IAW News
The devastating tornado in the Oklahoma City area is reminding advisors of the need to have disaster plans in place that may include having backup cell phone numbers for clients and clients’ relatives, reports InvestmentNews.
Read more...How Advisors Can Benefit From a Surge in Home Buying
- Friday, 03 May 2013
- Practice Management
- Written by Investment Advisor Weekly
Americans are expected to start a considerable home buying spree that could present an attractive opportunity for advisors to strengthen client relationships. More specifically, clients considering purchasing a home may need help with a variety of topics, such as credit ratings, budgeting, accumulating a down payment, and other challenges.
Read more...Avoid Common Grammar Mistakes with Clients
- Saturday, 27 April 2013
- Practice Management
- Written by Staff Writer
Image via CrunchBase
Financial advisors often describe themselves as investment counselors, financial planners, client advocates and asset gatherers. Yet, many advisors neglect to describe themselves as communicators, which may be a crucial mistake.
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