How Advisors Can Mine Big CRM Data for AUM Gold

In recent years, ‘big data’ has become such a buzzword: across industries, everyone is hoping to take advantage of data analysis to identify their most profitable business activities or ideal client types for growth. While the concept of big data is nothing mysterious or complicated, knowing how to approach it to benefit your business can be overwhelming. The data is there, and most financial advisors naturally have the statistical mind to analyze it...Read More »

Are You Ready for the Toughest Questions Every Financial Advisor Is Asked?

By Rosemary Smyth, MBA, ACC, Author on Thursday, June 27th, 2013

Rosemary Smyth, MBA, ACC, Author

As your plane taxis down the runway, the person beside you strikes up a conversation. The what-do-you-do-for-a-living question will usually come up. When it does, you know that they will inevitably follow up with another question – perhaps something like: "My brother-in-law is really into gold stocks. Do you have any hot tips?"..Read More »

Performance of Highly Successful Financial Advisors

By Umair Munir - Marketing, ByAllAccounts on Tuesday, June 25th, 2013

As a continuation of our Successful Advisors survey in 2012, ByAllAccounts conducted a similar survey again in May 2013 to identify the traits of ‘highly successful advisors’ and find out any significant changes in the results from last year. We collected 400+ responses this year which included RIAs, financial planning firms, broker dealers and others. Client satisfaction was rated the most important indicator of business success in, both, 2012 and 2013...Read More »

What makes a financial advisor highly successful?

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, June 20th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

You may remember that ByAllAccounts conducted a nationwide online survey last year to identify the traits of successful financial advisors. Due to the very positive response we received, we opted to conduct a similar survey again this year. We surveyed more than 400 financial professionals in May, comprising broker-dealers, independent RIAs, financial planners and others...Read More »

Why Investment Management Firms Should Replace Their Legacy Systems Now and Not Wait

By David J. Csiki, Managing Director, INDATA on Friday, June 14th, 2013

It goes without saying that in a world of scarce resources the intellectual capital of an investment management firm should be primarily focused on the firm’s organizational goals of managing investments, servicing clients and maintaining compliance, not trying to manage the inefficient workflows that are created by using legacy systems...Read More »

When it Comes to Technology, Do Advisors and Vendors Speak the Same Language?

Susan Glover, President, Susan Glover & Associates, LLC

Taking charge of the communications process with vendors goes a long way in properly evaluating and selecting technology. This also ensures a successful implementation and conversion. While vendors and salespeople understand the advisory business (think of how many discussions start with “built by advisors for advisors”) they may not always be on the same page as you...Read More »

How to Grow Your UHNW or Family Office Practice

We are delighted to have Jon Carroll, President and CEO of Family Office Metrics LLC, as a guest speaker on How to Grow Your UHNW or Family Office Practice. Family Office Metrics, LLC, headquartered in New York, NY was conceived in 2001 when Jon Carroll left the multi-family office where he had worked for seven years previously. Since then, Family Office Metrics has worked with over 125 clients on 200+ projects to deliver total solutions to business, operations and technology problems – solutions designed to evolve with your business...Read More »

Essential Content for Your Advisor Website

Maggie Crowley, Digital Marketing Coordinator,

Content is the most important aspect of every website. It’s what search engines use to rank your website and, more importantly, it’s what people come to your website to find. People use the web to find information and your website should provide up to date content to make it easy...Read More »

You May Not Know Where Gold Is Going, but You Can Aggregate Its Value for Clients

By James Carney, CEO, ByAllAccounts on Thursday, May 30th, 2013

James Carney, CEO, ByAllAccounts

In recent months, the price of gold has dropped considerably, and where it goes from here is anybody’s guess. According to Bloomberg, gold futures in New York have fallen 18% in the past three months. Consider, too, that in August, 2011, gold was priced at $1,888 an ounce, while today, as I write this blog, it’s at $1,462.50...Read More »

Develop an Expert Status That Attracts Your Target Market

By Rosemary Smyth, MBA, ACC, Author on Wednesday, May 29th, 2013

Rosemary Smyth, MBA, ACC, Author

When you have a toothache, you don't go to your local mechanic's shop to have a cavity filled and when your car isn't running properly, you don't pay a visit to your dentist. Rather, you go to the professional who has the education, experience, and qualifications to solve it. You go to the EXPERT...Read More »