Practice Management

Practice Management (176)

How to Manage Summer Interns

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.

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Indy Advisors Say Women, Gen X, Gen Y Key to Future Biz

Independent registered investment advisors believe women, Gen X, and Gen Y will be driving factors behind their practices in five year, reports Financial Advisor.

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Investment Advisor Weekly is now Progressive Financial Advisor

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.

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Life Insurance Isn’t Successful Aspect of Advisors’ Practices: Study

In a recent study, 52% of advisors said life insurance sales are neither a “successful” or “very successful” component of their practices.

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Fed’s ‘Lost Wealth’ Report a Marketing Tool for Advisors

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.

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What Are the Characteristics of Top Advisors?

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.

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Employers Increasingly Offer Financial Planning to Workers

Employers have been combining benefit planning, improved communications, and financial planning in the services they offer their employees, reports AdvisorOne.

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Oklahoma Tornado Underscores Need for Disaster Planning

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.

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How Advisors Can Benefit From a Surge in Home Buying

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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.

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Avoid Common Grammar Mistakes with Clients

Image representing Twitter as depicted in Crun...

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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