3 Ways Your Blog Can Win Referrals from Financial Professionals

By Susan B. Weiner, CFA on Tuesday, August 6th, 2013

Susan B. Weiner, CFA

Winning referrals from accountants, estate planning attorneys, bankers, and even advisors with non-competing target markets can grow your business as a financial advisor. One of the best ways to deepen your relationships with others is to do something that benefits them. Your blog can help...Read More »

Mastering the Art of Client Conversations

By Rosemary Smyth, MBA, ACC, Author on Tuesday, August 6th, 2013

Rosemary Smyth, MBA, ACC, Author

Most conversations start off with innocuous questions like, "What do you think of the weather?" If you want to build rapport and trust with clients, you need to have conversations that go deeper than that...Read More »

5 Keys to Success – CRM Implementations for an RIA

By Joan Walker, Managing Director, UNAPEN on Thursday, August 1st, 2013

Joan Walker, Managing Director, UNAPEN

Having spent the last ten years of my life working on implementing Client Relationship Management systems for Registered Investment Advisors, I can say there is no one answer, no cookie cutter approach, no silver bullet to the question “What makes a successful CRM Implementation”. There are, however, consistent components that drive successful user adoption:..Read More »

Five Tips for Using Transparency to Create Competitive Advantage

Jack Waymire, Founder, Paladin Research & Registry

Last month, Paladin Research surveyed 100 high quality advisors and asked them to describe how they used transparency to help them market financial advice and services to investors. 11 advisors said they used transparency in their marketing. Amazingly, only 23 of the advisors in the survey agreed on a frequently used definition for transparency. It turned out there were a number of descriptions for an investor-friendly process that should be used by more advisors...Read More »

Have Your Excel Based Applications Overstayed Their Welcome?

Susan Glover, President, Susan Glover & Associates, LLC

As a consultant who developed many Excel based applications, I understand why firms love Excel and won’t consider other software. I also understand when Excel is no longer the right solution for an application...Read More »

Choosing the Right Solution for Your Billing Needs

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, July 23rd, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

Billing is still a very manual process for many advisory firms. Rep payouts, billing on retirement accounts, and relationship-level billing can add complexity that some billing applications don’t handle especially well...Read More »

ByAllAccounts New Online Learning Center Connects Advisors to Latest Industry News and Trends

ByAllAccounts has recently announced the launch of its re-designed Online Learning Center, which acts as a content hub for nearly 100 whitepapers, videos, webinars, and original industry research from a large network of thought leaders in the financial space. This comprehensive re-design enhances usability, and encourages advisors to share these educational materials within their networks...Read More »

Seven Tips for Financial Planners Advising Same-Sex Couples in a Post-DOMA World

By Sheryl Rowling, CEO, Total Rebalance Expert on Friday, July 12th, 2013

Sheryl Rowling, CEO, Total Rebalance Expert

The Defense of Marriage Act (DOMA), which defined marriage as the union of one man and one woman, has been overturned by the Supreme Court and ruled unconstitutional. The federal government will now grant full legal status to marriages valid under state law, including same-sex marriages...Read More »

Top 5 Reasons Advisors Should Use Workflows

"Workflow" is one of those hot-topic buzz words that is flying around the financial industry these days. Advisors know that they need it, but what exactly is workflow? Maybe an even better question to ask yourself is "what should I be doing about workflow in my firm?"..Read More »

Resource Guide to Billing on Held-Away Assets

Cynthia Stephens, VP of Marketing, ByAllAccounts

A few weeks ago I provided a summer reading list for advisors – a compendium of business books, white papers and resources on how to drive more referrals. Today I want to give another “homework” assignment for the summer holidays – a list of materials you can read/listen to on the beach after you complete second quarter client reporting and are able to enjoy the hot summer weather. Take a few minutes to explore how your peers bill on held-away assets...Read More »