Practice Management (176)
Plan Now for Taxable Mutual Fund Distributions
- Sunday, 02 November 2014
- Practice Management
- Written by PFA Staff
In the years following the subprime mortgage crisis, mutual fund investors have enjoyed the equivalent of a tax holiday. Most funds have had multiple years of capital losses on their books that they have used to offset income and gains, thereby greatly reducing or eliminating the need to make taxable distributions.
Read more...How Do You Help Clients When Market Volatility Spikes?
- Saturday, 25 October 2014
- Practice Management
- Written by PFA Staff
Fears over slowing global economic growth, geopolitical turmoil and the potential for the Federal Reserve to raise interest rates have taken equity investors on a rollercoaster ride during the past few months. Indeed, in some days, broad-based equity indexes have declined more than 2% as pundits have opined that Europe may be on the verge of a recession. The rise of the Islamic State in Iraq and Syria combined with concerns over Russia’s annexation of Crimea and resulting sanctions against the country have also weakened investor sentiment.
Read more...How to Avoid Common Marketing Blunders
- Sunday, 19 October 2014
- Practice Management
- Written by PFA Staff
Marketing can be a powerful tool to help advisors find new clients and strengthen existing relationships.
Read more...Account Minimums: Flexibility May Be The Best Policy
- Friday, 03 October 2014
- Practice Management
- Written by PFA Staff
Determining if account minimums should be imposed can be a quandary for financial advisors.
Read more...Keep Millennials In Sight as Prospects
- Thursday, 25 September 2014
- Practice Management
- Written by PFA Staff
Millennials, or the generation of individuals born between 1980 and the early 1990s, are typically laden with debt, underemployed, distrusting of financial advisors and highly risk averse when investing. Despite those characteristics, they are attractive prospects for financial advisors.
Read more...Handling Difficult Clients: Easy Steps to Improve Those Relationships
- Sunday, 21 September 2014
- Practice Management
- Written by PFA Staff
Clients get angry. Its inevitable. Some clients may simply have unrealistic expectations and become upset when their unreasonably high standards aren’t met. In other cases, advisors may not clearly communicate with their clients or advisors may simply become overwhelmed with day-to-day activities and fail to promptly address their clients’ needs.
Read more...Addressing Thorny Issues: How to Have Tough Conversations with Clients
- Friday, 12 September 2014
- Practice Management
- Written by PFA Staff
Financial advisors frequently find themselves in thorny situations that involve helping clients address sensitive issues, such as those arising from marriage, divorce, aging, and illness. Other tough issues may include the need to discuss estate plans with children, spouses or other potential beneficiaries.
Read more...Don’t Overlook White Papers as Marketing Tools
- Tuesday, 02 September 2014
- Practice Management
- Written by PFA News
Many advisors overlook the value of using white papers as marketing tools, which is unfortunate because such materials can build trust, credibility, and web traffic while fostering more meaningful conversations with prospects. So writes the Journal of Financial Planning.
Read more...Value Propositions to Land New Clients Identified: Study
- Tuesday, 02 September 2014
- Practice Management
- Written by PFA News
Recent research from Pershing has identified various value propositions that help successful advisors land new clients. So reports ThinkAdvisor.
Read more...Best Practices for Turning Prospects into Clients
- Friday, 22 August 2014
- Practice Management
- Written by PFA Staff
Many advisors launch successful marketing campaigns that build large pools of prospects only to fail to cultivate new clients. More specifically, some advisors have a dismal success rate in finding new clients from among long lists of subscribers to their blogs, newsletters and social media sites.
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