Practice Management (169)
Advice on Getting Qualified Prospects
- Saturday, 27 February 2021
- Practice Management
- Written by PFA News
Canterbury Investment Management conducted a survey of financial professionals about the challenges they face heading into the year. Ninety-five advisors participated in the survey. So reports ETF Trends.
Read more...Working from Home An ‘Abberation’: Goldman Sachs CEO
- Saturday, 27 February 2021
- Practice Management
- Written by PFA News
David Solomon, the CEO of Goldman Sachs does not think working from home is here to stay. So reports CNBC.
Read more...Which Pandemic-related Changes Will FAs Adopt Long-Term?
- Thursday, 28 January 2021
- Practice Management
- Written by PFA News
This past year ushered in some changes that are likely to stick around. In fact, 60% of advisors say they plan to, or may consider, a permanent virtual/in-office hybrid arrangement for their teams, according to a new survey of 396 financial advisors by InCapital.
Read more...3 Things FAs Can Do to Beat the Competition
- Friday, 15 January 2021
- Practice Management
- Written by PFA News
There are three things financial advisors can do to outperform the competition. So reports Financial Advisor Magazine.
Read more...Younger Investors Want FAs to Discuss More Topics
- Sunday, 06 September 2020
- Practice Management
- Written by PFA News
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.
Read more...Advisor-Client Communications Changes Likely to Stick Post Pandemic
- Wednesday, 29 July 2020
- Practice Management
- Written by PFA News
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.
Read more...Tips for Hiring Junior Advisors
- Wednesday, 29 July 2020
- Practice Management
- Written by PFA News
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.
Read more...To Keep Clients, Advisors Must Listen More: Study
- Tuesday, 14 July 2020
- Practice Management
- Written by PFA News
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.
Read more...4 in 10 Brokers Plan to Go Independent: Survey
- Tuesday, 14 July 2020
- Practice Management
- Written by PFA News
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.
Read more...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.
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