Summer Reading Lists for Advisors

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, May 23rd, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

The Memorial Day weekend traditionally signals the beginning of summer with its barbeques, lazy afternoons and outdoor activities. If catching up on reading at the beach is one of your summer “to-do’s” I have a few suggestions for you to consider...Read More »

5 Advisor Communications That Matter Most to Clients

Do your clients hear from you on a regular basis? It's important to keep in touch, but it's just as important to make sure you're providing the kinds of information they want. What do your clients want to hear about?..Read More »

Encourage Sharing of Information About Your Firm to Help Drive Word of Mouth

Cynthia Stephens, VP of Marketing, ByAllAccounts

Encourage sharing of information about your firm to help drive Word of Mouth. First in a series of actionable, tips on driving more referrals from Word of Mouth by Cynthia Stephens...Read More »

Visualize Your Practice Management Areas as a Venn Diagram

Susan Glover, President, Susan Glover & Associates, LLC

When evaluating practice management areas, advisors tend to focus on each area as if it were a stand-alone component. Advisors also like to create their practice management list in order of importance or by the percentage of time they spend in each area...Read More »

Change Your Thinking and Decrease Your Reconciliation Process. – There is Value in Providing Position Only Account Data – Part 2

Karla Paxton, Client Engagement Manager, ByAllAccounts

Another reason to consider position only data is; when you are reporting on held away assets, sometimes getting access to the transactions is not an option. The website does not have them or, if they do, they are not at a level where they can be accurately interpreted. With this type of access it would be better to just pull in the positions and at least provide your client the ability to look at what is in their account on a day to day basis...Read More »

Traits of Successful Financial Advisors

By Umair Munir - Marketing, ByAllAccounts on Monday, May 6th, 2013

In Q2 2012, ByAllAccounts conducted a survey to find out the common traits of successful financial advisors. The survey provided interesting insights. What we found was that advisors spent most of their time with clients, not in the back-office - 81% said they spend the majority of their time on client management, communication and service; while only 18% said back-office operations and reporting. Among the other key findings were:-..Read More »

Take Charge of Your Prospecting and Revitalize Your Sales Funnel

By Rosemary Smyth, MBA, ACC, Author on Thursday, May 2nd, 2013

Rosemary Smyth, MBA, ACC, Author

Before embarking on a road trip, you need to know a few important facts – not only your point of origin and your desired destination but also a detailed map of the route you want to take. Your prospects go on a similar journey on their way to finding financial services. Their point of origin is the realization that they need sound financial advice from a professional. Their destination is opening an account at your office and transferring their assets to you...Read More »

Change Your Thinking and Decrease Your Reconciliation Process – The Value in Providing Position Only Account Data (Part 1)

Karla Paxton, Client Engagement Manager, ByAllAccounts

Fiduciary and asset allocation responsibilities have increased the need to report on non-managed accounts. Reconciliation is taking up more time with the need for reporting and monitoring these non-managed accounts...Read More »

The Cost of Financial Peace of Mind for Aging Americans

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, April 25th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

It should come as no surprise that the next 10 years will bring significant and rapid change for financial advisors and their clients, many of whom are Baby Boomers. Longer life expectancies, savings for health expenses estimated to be as high as $250,000 per person during retirement, historically low interest rates and ongoing volatility, have converged to bring unprecedented challenges to this generation and their financial quarterbacks...Read More »

5 Proven Ways to Drive More Word-of-Mouth Referrals

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, April 18th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

Word-of-mouth. It’s often called the most valuable form of advertising—with good reason. A word-of-mouth referral from a friend, colleague or industry expert can go a long ways, and provide all the impetus necessary to contact the person or firm being recommended...Read More »