Blog Entries in Practice management

Blog Entries in Practice management

4 Tips for Making the Most of Your Conference Experience

By Bill McGuire, Principal, W.M.McGuire, LLC on Wednesday, May 6th, 2015

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

Attending last week’s Financial Planning Association of New Jersey (FPANJ) annual conference, reminded me of the importance of planning in the conference attendee experience...Read More »

5 Ways Advisors Can Spring into Action and Grow

John Anderson, Managing Director, SEI Advisor Network

We spend a lot of time talking about differentiating your services for clients and prospects in order to grow. But to me, there are two types of growth – top line and bottom line – and an advisor has to pay attention to both..Read More »

Unfortunately, Client Meetings Are No Longer the Hub of Delivering Information

Susan Glover, President, Susan Glover & Associates, LLC

Unlike in the past when you hand-delivered and discussed the reports with clients, you are no longer there to hold their hand every time they look at information. Your clients may still want the human touch, but the era of you spoon-feeding information is gone...Read More »

Free Webinar- Key Traits of Winning Fund Managers

By ByAllAccounts, Webinar Series on Tuesday, April 28th, 2015

ByAllAccounts, Webinar Series

Wondering how to identify a great fund manager versus just a good one? Watch this complimentary web presentation to learn..Read More »

4 Great Books to Enhance Your Goal Setting

By Rosemary Smyth, MBA, ACC, Author on Thursday, April 23rd, 2015

Rosemary Smyth, MBA, ACC, Author

Since effective goal setting takes practice, I’ve chosen four books that I feel would be excellent resources for those that really want to set and achieve their goals. I’ve written a short book review on each of them and feel that each author’s approach to goal setting is unique. A couple of the books are more scientific and research based while the other two are quite straightforward and easy to digest. I’m sure you’ll get some valuable tips from each one of them...Read More »

A Great Policy Requires More than Just Adding Numbers

Kellan Finley, Managing Director, Insurance Decisions

Insurance should never be sold in a vacuum. It should always be evaluated in terms of the broader, holistic picture of a client’s financial plan. In the typical and traditional sense of selling insurance, an agent will often look at what someone qualifies for versus what they need...Read More »

8 Hiring Mistakes to Avoid

By Kelli Cruz, Founder, Cruz Consulting Group on Thursday, April 16th, 2015

Kelli Cruz, Founder, Cruz Consulting Group

At its heart, an advisory firm is a people business: The value delivered is driven almost entirely by its members. Just as advisors would look for the most appropriate assets to deliver on a client's investment objective, firm owners need to understand that the way you staff and motivate your practice will drive your firm's performance...Read More »

Free Webinar: Key Traits of Winning Fund Managers

By ByAllAccounts, Webinar Series on Wednesday, April 15th, 2015

ByAllAccounts, Webinar Series

Wondering how to identify a great fund manager versus just a good one? Watch this complimentary web presentation to learn..Read More »

Rules to Help: Disaster Recovery Compliance

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Crossing your fingers or looking on the bright side will not stop an unforeseen disaster from tearing your company offline, or worse, out of business altogether...Read More »

2015 InvestmentNews Advisor Technology Study Highlights: Integration and Going with the (Work)Flow

By Raef Lee, Managing Director, SEI Advisor Network on Friday, April 10th, 2015

Raef Lee, Managing Director, SEI Advisor Network

There are a couple of technology studies produced on a yearly basis that are worth a look. They serve up a whole bunch of statistics and it is worth taking a step back and seeing what those stats mean to you...Read More »

View earlier posts in the archive