5 Things Your Back-Office Staff Would Like You to Know

Susan Glover, President, Susan Glover & Associates, LLC

If asked how well you understand your business, you can probably boast how well you know and manage your clients. You can forever talk about how good you are at managing money and giving investment advice...Read More »

Two must-have client communication elements you might be missing

By John Prendergast, CEO, Blueleaf on Thursday, February 28th, 2013

Client reporting is tricky. Reporting tools, client portals, your own presentation formats – they all present information in different ways and spur different reactions from clients. Some good, some not so much...Read More »

The Evolving ERISA Fiduciary Standard - What Do You Need To Know?

By Lindsey Starr, Marketing Coordinator, ByAllAccounts on Thursday, February 21st, 2013

We are delighted to have Marcia Wagner, Managing Director of The Wagner Law Group, return as a guest speaker on the evolving ERISA Fiduciary Standard. Marcia is a specialist in ERISA, Employee Benefits and Executive Compensation Law...Read More »

Goal-Based Wealth Management: Preparing Clients for Retirement

By James Carney, CEO, ByAllAccounts on Tuesday, February 19th, 2013

James Carney, CEO, ByAllAccounts

Retirement is not what it used to be. Once, with a sound, performance-based wealth management plan, our forebears could count on an adequately-funded retirement in which they had sufficient assets to meet their needs...Read More »

A Social Media Sharing Guide for Financial Advisors

By Stephanie Sammons, CEO & Founder, Wired Advisor on Wednesday, February 13th, 2013

In my work with financial advisors and firms, I have learned that one of the biggest obstacles to engaging in social media is knowing what to share on social networks. You’ve built your social media profiles and they look fantastic. Now what? I’m going to help you get unstuck and give you some recommendations for what to do next...Read More »

Show (Don’t Tell) Your Clients Your New Technology Tools

Susan Glover, President, Susan Glover & Associates, LLC

Congratulations! You just implemented a new ______________ (insert CRM, portfolio reporting, re-balancer, client portal, etc.) and you see an immediate improvement in the efficiency of your back-office. These sophisticated tools can store more client data, automate the consolidation of client assets, and streamline the reporting process to shorten the delivery time...Read More »

Wealth Transfer, Estate Planning and Planned Giving in the Wake of the American Taxpayer Relief Act of 2012

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, February 7th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

It would appear that trust companies experienced a windfall last quarter in anticipation of the fiscal cliff, as concerned higher-income taxpayers looked for tax havens. The big question now is, how will demand for wealth transfer, estate planning and planned giving options change in 2013 in the wake of the American Taxpayer Relief Act of 2012?..Read More »

How to Use Laptops/PCs to Give your Clients Peace of Mind

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Monday, January 28th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

When it comes to using technology gadgets, such as computers, tablets and Smartphones, most advisors probably think of them as tools to enhance business productivity. As a marketer, I recommend that you also think of them as a means of communication. Third in a three-part series of actionable, tips on using technology...Read More »

How to Use Video to Delight Clients and Inform Potential Clients

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, January 24th, 2013

Cynthia Stephens, VP of Marketing, ByAllAccounts

Second in a three-part series of actionable, tips on using technology. The start of a New Year is a great time to think about new ways of delighting your clients and potential clients. In this post I’ll give you a tip for effectively using online video in your practice. And, the best part? You don’t have to be a marketing wiz or tech guru to use it...Read More »

Don’t Accept the Inefficiencies of Manual Data Entry

By James Carney, CEO, ByAllAccounts on Monday, January 14th, 2013

James Carney, CEO, ByAllAccounts

Does this scenario sound familiar? There are particular asset classes you think could benefit your clients and firm—different types of alternative investments, for example—but the harsh reality is that you’re simply not prepared for the torrent of unstructured data that the custodians, asset managers or other keepers of the data for the funds in these categories are about to throw at you...Read More »