Practice Management (165)
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.
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.
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