Practice Management

Practice Management (165)

Younger Investors Want FAs to Discuss More Topics

Millennial investors and those from Gen Y are looking for financial advisors to broaden the scope of their conversations. Doing so can help deepen trust and increase satisfaction. So reports the National Association of Plan Advisors

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Advisor-Client Communications Changes Likely to Stick Post Pandemic

The coronavirus has caused a lot of changes, including the way FAs communicate with clients. And, some of those changes may be permanent. So reports Think Advisor.

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Tips for Hiring Junior Advisors

Do you have more work than you can handle? Need to hire staff to help? U.S. News & World Report has some tips for you.

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To Keep Clients, Advisors Must Listen More: Study

A survey of 300 U.S. financial professionals by Natixis Investment Managers found that many advisors feel they need to improve their client-relationship skills. So reports CNBC.

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4 in 10 Brokers Plan to Go Independent: Survey

A new survey from TD Ameritrade finds that 40% of brokers say they’re more likely now to go independent than they were six months ago. So reports U.S. News & World Report.

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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.

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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.

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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.

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How 3 Advisors Are Weathering the Pandemic

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

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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

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