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Practice Management

Finding clients among newcomers: five tips

Take note of distinct backgrounds, cultures and experiences

Robo-advisors can boost your life insurance business
Practice Management

Robo-advisors can boost your life insurance business

Jim Ruta, president, AdvisorCraft Media and Consulting, explains that Robo-Advisors can actually boost your life insurance business, as they highlight the need for insurance agents…

  • By: Jim Ruta
  • January 12, 2016 October 30, 2019
  • 13:00
Client Communications

Five ways to generate client feedback

Meet in person or use online surveys

Tailor client communications to hot buttons
Practice Management

Tailor client communications to hot buttons

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should segment clients according to their communication preference, since people value very…

Client Communications

How to deal with a dissatisfied client

Get to the bottom of their unhappiness through frank and open discussion

Client Communications

Improve your client communication

Client contact is key to client satisfaction

Sales & Marketing

Make your presentations more memorable

Know your audience, and tailor your message to what they are looking for

Why you should never delegate initial client contact
Practice Management

Why you should never delegate initial client contact

Jim Ruta, president, AdvisorCraft Media and Consulting, explains why delegating your cold calls can lose you business. He suggests working with a professional “ice-breaker” to…

  • By: Jim Ruta
  • January 5, 2016 October 30, 2019
  • 14:45
Grab the attention of wealthy prospects
Practice Management

Grab the attention of wealthy prospects

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses research that shows that leaving a legacy is a major hot button for wealthy…

Practice Management

Has your business reached a plateau?

Five ways to breathe new life into your practice

Practice Management

Complete your practice’s yearend review


Evaluate the performance of our business in 2015 — for a more productive 2016

  • By: Leah Golob
  • December 24, 2015 October 30, 2019
  • 08:20
Practice Management

Create an effective mission statement

Focus on goals that reflect the strength and originality of your practice

  • By: Leah Golob
  • December 23, 2015 October 30, 2019
  • 11:25
Practice Management

Why good employees quit

As an employer, you should have a competitive offering

  • By: Leah Golob
  • December 22, 2015 October 30, 2019
  • 12:00

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