Blog Entries in Practice management

Blog Entries in Practice management

Best of Blogs: Practice Management

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Monday, December 22nd, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

Read insightful practice management trends and best practices from ByAllAccounts blog contributors...Read More »

Advisors: Do you Have a Job, a Practice, or a Business?

By John Anderson, Managing Director, SEI Advisor Network on Thursday, December 18th, 2014

John Anderson, Managing Director, SEI Advisor Network

Thanksgiving is my favorite holiday. That said, one of my least favorite Thanksgiving traditions involves trying to explain to distant relatives and others exactly what I do for a living. Believe me, I have taken my own advice and have a beautifully crafted value provision that fits my targeted clients...Read More »

It’s All About the Clients – Or Is It?

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, December 17th, 2014

Susan Glover, President, Susan Glover & Associates, LLC

Of course it’s all about the clients. That’s why you have your own advisory firm – to better serve your clients. Now imagine a couple of scenarios that have happened or could happen to you...Read More »

How High-Performing Firms View and Use Technology

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, December 16th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

As the summer winds down, the fall and winter conference season heats up. The value attending the right conference can be invaluable from an educational, strategic and networking perspective...Read More »

The Dreaded Annual Ritual

By Kelli Cruz, Founder, Cruz Consulting Group on Monday, December 8th, 2014

Kelli Cruz, Founder, Cruz Consulting Group

For most managers, the end-of-the-year employee compensation and performance review is one of the most dreaded events of the year. The average manager doesn’t have a disciplined approach for handling these critical discussions and decisions...Read More »

Failing Policies - What Causes This? Part 3 of 3

By Kellan Finley, Managing Director, Insurance Decisions on Wednesday, December 3rd, 2014

Kellan Finley, Managing Director, Insurance Decisions

Many clients recognize the benefits of using life insurance as an investment, but they can be sold on this premise with optimistic assumptions - which are often at odds with reality...Read More »

Using technology to change clients who don't want to know anything

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, December 2nd, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

There are three types of clients: Those who want to know every detail (aka engineers!); those who want to know the basics and those who don't want to know anything...Read More »

Using Storytelling to Build Trust with Clients

By Rosemary Smyth, MBA, ACC, Author on Tuesday, November 25th, 2014

Rosemary Smyth, MBA, ACC, Author

When meeting with a client, being able to tell a relatable business story can help build an unparalleled level of rapport and trust. It’s easy to learn to tell stories. We tell them every day and don’t even realize it...Read More »

Eight Signs You've Outgrown Your Portfolio Management System

By Marvin Gagliardotto, Solutions Consultant,Advent Software on Wednesday, November 19th, 2014

It’s 1990—you throw on your aviators and jump into your red and blacked striped Camaro. Passer-byers gawk with jealousy, and it does everything you want and more. Skip to 2014—there’s some glitches in the system, the paint is chipping, and the six-point turn just isn’t cutting it anymore. Time is no longer in your favor and generations of new and improved models have taken over the roads...Read More »

Failing Policies - What Causes This? Part 2 of 3

By Kellan Finley, Managing Director, Insurance Decisions on Tuesday, November 18th, 2014

Kellan Finley, Managing Director, Insurance Decisions

Problems arise when people do not pay the premium amounts initially planned. It is important that policyholders stay true to the planned premium, especially in the beginning years, to ensure their policy’s continued solvency. If the premiums are not being paid, a policy can become underfunded, and will not benefit the insured as it was intended to at the time of purchase...Read More »

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