Fear of Conversions is a Good Thing

Susan Glover, President, Susan Glover & Associates, LLC

Is this your firm? Unhappiness with the legacy software, interest in new technology, excitement during the evaluation, contract ready to sign…...Read More »

Will 2014 Mark the Beginning of a Generational Talent Crisis for Advisors?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, November 5th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

This is the time of the year when we start reflecting on the year’s accomplishments and memorable events. We also look ahead to the New Year to revise business plans, create goals and develop budgets. In a recent conversation with Michael Kitces, he told me 2014 will be a transition year where we pay more attention to, and start to really notice, the coming generational age crisis that the advisory world is facing...Read More »

Strategic Website Design for Advisors – Moving beyond text and images

Jonathan Bentley, Executive Vice President, InvestCloud

We are now well into the time when a firm’s website is the single most cost effective marketing and client service tool available. For that reason, advisors and money managers are starting to take their sites more seriously than ever before. As the largest developer of custom money manager and advisor websites in the US, InvestCloud, through its Light[Port] design group has built and managed over 500 sites in the last decade. In the last couple of years we have observed a change in advisor attitudes that we think is significant...Read More »

Following the fiduciary standard can translate into client retention and referrals

Karla Paxton, Client Engagement Manager, ByAllAccounts

Can the SEC actually enforce the Fiduciary standard or is it a matter of, “investor beware”? If so, then how can advisors give their clients the peace of mind that they are acting in a fiduciary manner?..Read More »

Guide to Understanding and Winning Wealthy Clients

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Wednesday, October 23rd, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

In 2011, more than 60% of investors we surveyed were considering firing their financial advisor in the next 12 months. The economic and business climate has become tougher since then. Margins are being squeezed and without bringing on new clients, or finding new sources of revenue, business expansion opportunities may be limited...Read More »

Answering the FAQs of Financial Blogging

Maggie Crowley, Digital Marketing Coordinator, AdvisorWebsites.com

Advisors have lots of questions about blogging, but two questions in particular seem to appear in my email inbox the most. Today, I’m answering these questions at length. There are two huge benefits to maintaining a financial blog. First, blogging adds tons of value in respect to search engine optimization (seo). The more blog posts you publish, the more indexed pages you create for search engines to display in their results...Read More »

Learn How to Make Deep Connections by Following Wealthy Consumer Trends

By Lindsey Starr, Marketing Coordinator, ByAllAccounts on Friday, October 11th, 2013

This Tuesday, October 15th we are delighted to have Stephen Kraus, Chief Insights Officer of Ipsos MediaCT present us with a sneak peak of the results from the Ipsos Affluent Survey USA. Now in its 37th year, this survey is the definitive source of information on the lifestyles, spending and media habits of 62.5 million Affluent Americans with $100K+ income...Read More »

1 Way to Increase Client Satisfaction

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Wednesday, October 9th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

New national survey shows that 55% of advisors who manage their clients’ held-away assets say it has increased client satisfaction. The market is shifting from comparisons with an industry benchmark to personal goal-based wealth management. This may help explain why 86% of financial professionals who took our national survey said reporting on all of a clients’ assets is Extremely/Very important, up from 72% in 2010...Read More »

Storytelling – Using collaboration tools to demonstrate your skill as an advisor

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, October 3rd, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

A few weeks ago, Rosemary Smyth wrote a popular blog on the merits of storytelling for advisors. She described why stories are so compelling and how to tell a good one. The rise of client collaboration tools plays a part in effective storytelling, by visually narrating a client’s rate of return, asset allocation, and other analytics. This new way of communicating is on the rise...Read More »

"Hello" to "Yes”- Become a Professional Persuader

By Rosemary Smyth, MBA, ACC, Author on Monday, September 30th, 2013

Rosemary Smyth, MBA, ACC, Author

When you sit down with a prospect or a client, you probably open the conversation with a brief comment about the weather, followed by a discussion about families or work or a news headline. At some point, the conversation shifts and you discuss some aspect of the client’s finances or portfolio – perhaps listening to their ideas or giving advice from research you’ve performed...Read More »