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Top Stories in Building Your Business

Five qualities to consider when hiring staff
Practice Management

Create a women-friendly workplace

Mentoring and education programs can help women reintegrate into the profession

Three shortcuts that can cause legal trouble

Three shortcuts that can cause legal trouble

Ellen Bessner and Dan Richards discuss three common advisor shortcuts that can lead to lawsuits in the long term (Part 2 of 8)

Family ties
Practice Management

Talking to your clients about insurance

Show them how various products can fit into the different stages of their lives

Practice Management

Protect your information online

A few simple steps can help keep your data safe

Advice needed on retirement income strategies, report finds
Client Communications

CRM2: Taking a transparent approach

Clients will have questions as a result of the new disclosure requirements. Be open and honest, and focus on their goals

Client Communications

Write better letters, faster

Pre-written templates can help you deliver consistent, cohesive messages

Are you working the financial planning pyramid properly?
Practice Management

Are you working the financial planning pyramid properly?

Jim Ruta reminds advisors that departing from planning fundamentals can be detrimental and highlights the importance of following the foundations of financial planning

  • By: Jim Ruta
  • January 31, 2017 October 30, 2019
  • 14:50
Investors are fine with trailer fees, survey says
Practice Management

Standing out from the robos

One way to differentiate yourself is to develop plans that align with your HNW clients’ values

Sales & Marketing

Write a better bio

Less formal than a resumé, your online bio should offer a glimpse into your personality as well as your qualifications

The risk of accepting dangerous prospects

The risk of accepting dangerous prospects

Ellen Bessner and Dan Richards discuss how to screen out problem prospects before they become clients (Part 1 of 8)

Your Time

Casual Friday: Should you become a minimalist?

Advocates say the trend of reducing possessions, consumption and spending can be liberating. And you don’t have to give up everything

Client Communications

Why you should use webinars

Reach clients and prospects with this powerful educational tool

Keeping clients calm in unpredictable times

Advisors can expect to do a little more handholding in the face of unprecedented disasters, political upsets and stock market gyrations

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:35

How financial advisors dealt with the SVB collapse

Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

Help your client address the volatility of equity compensation

Assessing income sources, diversifying are key

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

How to write a job posting for an assistant

Every job posting must answer three main questions

In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment

Dynamic launches emerging market equities fund

Inflows to emerging markets have soared in recent months

  • By: IE Staff
  • March 1, 2021 March 1, 2021
  • 11:10

Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

Why referrals are declining

Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…

Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

Casual Friday: Dress codes getting more casual

Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate

  • By: Leah Golob
  • July 28, 2017 October 19, 2019
  • 05:00

Casual Friday: Free apps can help you stay healthy

From yoga to diet to a good night’s sleep, these handy tools promote healthy living