Practice Management

Practice Management (160)

Tips for Starting New Client Relationships Off Right

Once a new client has decided to hire you, there are some basic steps you can take to make sure the relationship starts off on a positive note.


Tips for FAs Preparing to Litigate Via Zoom

With many courts and regulators moving to remote proceedings, financial advisors dealing with FINRA have some quick learning to do. So reports Lexology.


Don’t Talk About Investing on Your Podcast: UBS Advisor

UBS’ Mitch Slater, host of ‘Financially Speaking with Mitch Slater,’ says he never discusses the market or investing on his podcast because its boring. So reports Think Advisor.


How 3 Advisors Are Weathering the Pandemic

The coronavirus has thrown businesses across the U.S. into uncharted territory, including financial advisor practices. 


For Advisors, There Can Be Opportunity in Crisis

The pandemic is taking a terrible toll on many Americans’ health and finances. At the same time, financial crisis can be a real opportunity for advisors to demonstrate value to clients and grow their businesses. That’s according to Timothy D. Welsh, CFP is president, CEO and founder of Nexus Strategy, LLC, who authored an article for Think Advisor


Advisors Need to Be the Calm in the Storm for Clients: Experts

Amid panic and fear about the coronavirus pandemic and the correlated market fallout, advisors need to be the calm in the storm for their clients. That’s according to retirement experts interviewed by ThinkAdvisor.


FAs Should Embrace AI, Not Fear It

Artificial Intelligence, or AI, is not the enemy many financial advisors fear it is, according to Jack Brod, chair of the CFP Board of Directors. So reports Financial Advisor.


Advisory Firms Must Find a Niche or Face Extinction

John Anderson, Managing Director of the Practice Management Solutions Team for Independent Advisor Solutions by SEI, said recently that in order to succeed in the next 5-10 years, advisors are going to have to find a niche rather than operate as generalists. So reports CNBC.


Daily Money Managers: A Solution to a Common FA Challenge?

Financial advisor Liz Miller encountered a problem many financial advisors likely face. After the death of her client, she took on the widow as a client and quickly realized her new client needed more help than she could provide. So reports CNBC.


Morningstar to FAs: Here's How to Demonstrate Value to Clients

Morningstar says its research shows that the value of the Financial Advisor role is currently misunderstood. To help, Morningstar published an article listing three things Financial Advisors can do to help show the value they bring to their clients.


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