Blog Entries in Practice management

Blog Entries in Practice management

Stick a Fork in Your AUM Fees: Price Your Services Based on Your Value

John Anderson, Managing Director, SEI Advisor Network

Look at advisory fees as being at a fork in the road, due to the influence of a more educated client, demands for more transparency, client “validators” and the growth of robo-advisors...Read More »

Do Robo-Advisors Use Excel?

By Susan Glover, President, Susan Glover & Associates, LLC on Thursday, February 26th, 2015

Susan Glover, President, Susan Glover & Associates, LLC

Opinions on robo-advisors range from fear of competition to not impacting an advisor’s business. Regardless of where you are on the opinion spectrum, you should take this time to review areas of the robo-advisor’s success and compare them to your business model and infrastructure...Read More »

WHITEPAPER: Going Mobile-Five Tips To Help Advisors Transform Their Business

Brian Shenson, VP Advisor Technology Solutions, Schwab Advisor Services

Mobile technology is an increasingly vital business tool for financial advisors. It will help you interact with clients in exciting new ways, making you more accessible and inspiring more collaborative discussions...Read More »

Mobile Strategy and the Content Continuum: Part III – Strategy

Mike Barad, Head of Product Services & Components, Morningstar

This is the third part of a 3-part article on developing an appropriate mobile app strategy. Part I provides an overview of the different devices and their place on the spectrum, Part II describes the different user types, and Part III focuses on putting together a workable strategy...Read More »

Mobile Strategy and the Content Continuum: Part II – Users

Mike Barad, Head of Product Services & Components, Morningstar

This is a 3-part article on developing an appropriate mobile app strategy. Part I provides an overview of the different devices and their place on the spectrum, Part II describes the different user types, and Part III focuses on putting together a workable strategy...Read More »

Mobile Strategy and the Content Continuum: Part I - Devices

Mike Barad, Head of Product Services & Components, Morningstar

This is a 3-part article on developing an appropriate mobile app strategy. Part I provides an overview of the different devices and their place on the spectrum, Part II describes the different user types, and Part III focuses on putting together a workable strategy...Read More »

Create a Clearer Vision for Your Business

By Rosemary Smyth, MBA, ACC, Author on Wednesday, February 4th, 2015

Rosemary Smyth, MBA, ACC, Author

There is a famous quote by Lewis Carroll that says, “If you don’t know where you are going, any road will get you there.” Having a vision and knowing where you want to go is one of the cornerstones of your business. By communicating what it is you want your business to look like, you will be able to focus your intentions and create a foundation for making decisions and evaluating opportunities...Read More »

HR Tip: To Increase Sales, Change Your Culture

By Kelli Cruz, Founder, Cruz Consulting Group on Tuesday, February 3rd, 2015

Kelli Cruz, Founder, Cruz Consulting Group

If you want all your advisors to develop new business, you’ll need to create a firm culture that makes generating sales a way of life — for the entire firm...Read More »

Mobile Technology Webinar for Advisors: Trends and Best Practices

By ByAllAccounts, Webinar Series on Thursday, January 29th, 2015

ByAllAccounts, Webinar Series

Live Webinar Wednesday, Feb. 4 2 p.m.–2:45 p.m. EST..Read More »

Stop Being a Sheep -- It’s Time to be The Shepherd

By Kim Ann Curtin, Founder & CEO, The Wall Street Coach on Tuesday, January 20th, 2015

Kim Ann Curtin, Founder & CEO, The Wall Street Coach

If I had to pick what will be the #1 emerging trend for 2015, it’s Authenticity. When I look back over his past year I see a huge shift in all of business, especially in financial advising and consulting, on being more authentic. Professionally and personally -and I believe it’s going to be big...Read More »

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