Practice Management (160)
Tips for Starting New Client Relationships Off Right
- Monday, 22 June 2020
- Practice Management
- Written by PFA News
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.
Read more...Tips for FAs Preparing to Litigate Via Zoom
- Wednesday, 10 June 2020
- Practice Management
- Written by PFA News
With many courts and regulators moving to remote proceedings, financial advisors dealing with FINRA have some quick learning to do. So reports Lexology.
Read more...Don’t Talk About Investing on Your Podcast: UBS Advisor
- Wednesday, 10 June 2020
- Practice Management
- Written by PFA News
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.
Read more...How 3 Advisors Are Weathering the Pandemic
- Wednesday, 10 June 2020
- Practice Management
- Written by PFA News
The coronavirus has thrown businesses across the U.S. into uncharted territory, including financial advisor practices.
Read more...For Advisors, There Can Be Opportunity in Crisis
- Wednesday, 27 May 2020
- Practice Management
- Written by PFA News
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.
Read more...Advisors Need to Be the Calm in the Storm for Clients: Experts
- Wednesday, 25 March 2020
- Practice Management
- Written by PFA News
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.
Read more...FAs Should Embrace AI, Not Fear It
- Wednesday, 25 March 2020
- Practice Management
- Written by PFA News
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.
Read more...Advisory Firms Must Find a Niche or Face Extinction
- Wednesday, 11 March 2020
- Practice Management
- Written by PFA News
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.
Read more...Daily Money Managers: A Solution to a Common FA Challenge?
- Saturday, 08 February 2020
- Practice Management
- Written by PFA News
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.
Read more...Morningstar to FAs: Here's How to Demonstrate Value to Clients
- Sunday, 26 January 2020
- Practice Management
- Written by PFA News
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.
Read more...
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