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Top Stories in Building Your Business

IAP calls on regulators to eliminate embedded compensation
Practice Management

What is the lifetime value of your clients?

Simple calculations can give you insight into profitability

Change the insurance conversation with a capital wants analysis
Practice Management

Change the insurance conversation with a capital wants analysis

Jim Ruta, president, AdvisorCraft Media and Consulting, says a capital needs analysis can make prospects and clients feel pushed. He explains why a capital wants…

  • By: Jim Ruta
  • June 15, 2016 October 30, 2019
  • 05:00
Practice Management

Stuck in a rut? These tips can help you get out

Find your way back to doing the things that made you successful in the first place

Practice Management

Five keys to retaining top clients

Go beyond the basics to reinforce your relationship

Three things to consider when selling your book

Three things to consider when selling your book

In part one of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss…

Lifecos have work to do on their websites, Forrester’s study finds
Sales & Marketing

Deliver compelling content

Keep your clients engaged by providing information tailored to their needs and interests

Practice Management

Preparing your practice for succession

Take the time to maximize the value of your business

Don’t go prospecting — prospect as you go
Practice Management

Don’t go prospecting — prospect as you go

Jim Ruta, president, AdvisorCraft Media and Consulting, explains prospecting is not a separate activity, but an endeavour you need to work at consistently for best…

  • By: Jim Ruta
  • June 8, 2016 October 30, 2019
  • 16:30
Practice Management

How to increase your share of wallet

Managing a larger portion of your clients’ assets increases profitability and client loyalty

Working with grieving clients
Practice Management

Succession planning: Are you emotionally prepared?

Many advisors have difficulty accepting the inevitable

Advice needed on retirement income strategies, report finds
Client Communications

Make discovery an ongoing process

Go beyond “know your client” and find out as much as you can about your clients

Why clients are tuning you out
Practice Management

Why clients are tuning you out

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