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1. Is Your Billing Structure Creating Potential Conflicts?
(Matching tags: fees,Advisor businesses,compensation)
 Advisors typically bill based on Assets Under Management (AUM). In general, the larger the portfolio managed, the more fees are earned by the advisor. As an advisor myself, I will frequently tell ...
Sunday, May 21, 2017
2. Go For The Flow
(Matching tags: employees,business strategy,Advisor businesses,practice management)
My firm has embarked on a rather nebulous goal for his year: flow. Defining "flow" is difficult because it is more of a feeling than a quantifiable benchmark.
Monday, May 09, 2016
3. What's So Great About Being An Advisor?
(Matching tags: business ethics,fiduciary standard,financial aid,client service,client referrals,Advisor businesses,client feedback,financial advisor,feedback,client loyalty,client satisfaction,fiduciaries)
  I was recently asked what was the best part of being a financial advisor. I said it was seeing my clients achieving their goals.  ...
Sunday, September 27, 2015
Global Investment Performance Standards (GIPS) are becoming more trustworthy to UHNWI investors and, thus, more important to RIAs and, in the long run, will make CFA Institute the most important professional ...
Tuesday, June 03, 2014
5. Wasting Your Money
(Matching tags: Advisor businesses,advisor websites,client acquisition,client referrals,client retention,client satisfaction,marketing)
How do you spend your marketing dollars? If you are like most advisors, you probably spend a fair amount of money on current clients, with outlays for:  ...
Wednesday, April 23, 2014
6. Is Preparing Tax Returns Worth It?
(Matching tags: Advisor businesses,business strategy,CPAs,marketing,referrals,Taxes)
I'm a financial advisor. Ninety percent of my revenue comes from investment management. The other ten percent is split between financial planning fees and tax return preparation. For the last six weeks, ...
Monday, April 14, 2014
7. Two Industry Studies: What Can Be Learned and How This Information Can Transform Your Business
(Matching tags: Advisor businesses,practice management,strategic planning)
When new industry studies come out, I enjoy looking at what the research is telling us about the topic and potential impact on the future of the industry. In these studies, there often are a few statistics ...
Monday, December 23, 2013
8. Don't Let The Four Year Bull Market Make You Too Comfortable; Despite Recent Pay Hikes, Advisors Have Work To Do
(Matching tags: Advisor businesses,competitors,advisor technology,compensation)
... when you’re riding a four-year bull market!   But let’s not forget the pay cuts advisors took in 2008 and 2009, which slashed pay for the very same owners and top advisors by 50% ...
Thursday, November 21, 2013
9. How Do You Build Meaningful Relationships With Other Professionals To The Benefit Of Your Clients? John Bowen Has Answers About Building Referrals And Relationships
(Matching tags: content marketing,client retention,business strategy,Advisor businesses,marketing,client communications,referrals,advisor industry people)
With 61% of financial advisors saying accountants and attorneys were the source of their five best new clients last year, it makes sense for financial planners and investment managers to tune out the noise ...
Wednesday, October 02, 2013
10. Outsource, Yet Remain In Control
(Matching tags: outsourcing,portfolio management,client service,investment management,time management,Advisor businesses,advisor technology,practice management)
Outsourcing is at the forefront of advisors’ consideration, as markets become more volatile, client demands increase and compliance concerns grow. However, the term “outsourcing” can ...
Monday, August 05, 2013
Consumer Financial Protection Board (CFPB), an agency created by Dodd-Frank Act as an uber-regulator of financial services in the U.S., issued a report and recommendations today addressing the problem ...
Thursday, April 25, 2013
12. RIA Consolidator Beacon Pointe Announces Deal With $100 Million AUM RIA And Is Looking For 40 More RIAs
(Matching tags: asset management,Advisor businesses,business strategy,mergers,RIAs; consolidation)
Beacon Pointe Wealth Advisors (BPWA) today announced the addition of a fourth advisor partner, $100M AUM RIA Independent Financial Advisors of Riverside, CA. It's the fourth deal consummated by Beacon ...
Monday, April 08, 2013
13. Are Financial Advisors Who “Expose” Activities Of Bad Advisors Really Just Self-Interested Jerks?
(Matching tags: media,Advisor businesses,integrity,fiduciaries,advisor industry people)
Financial advisor Allan Roth, on, posted this morning about “how financial advisors lie to themselves.” But is he guilty of the very offense he accuses other advisors of committing? ...
Monday, April 01, 2013
14. New Financial Advisor Replacement App Targets Retail Investors Promising 4% A Year With No Expenses
(Matching tags: Advisor businesses,online financial advice,competitors) (FAR), an app named for its mission, was launched today, promising investors a 4% annualized return over the next five years with no management expenses.  ...
Monday, April 01, 2013
15. Financial Advisors Grow AUM At Record Pace In 2012
(Matching tags: Advisor businesses,asset management)
Financial advisors increased assets under management to record levels in 2012, according to PriceMetrix, a practice management research firm for retail brokerages in the U.S. and Canada. ...
Tuesday, March 12, 2013
In a case that could have wide repercussions for financial advisors and consumers, the State of Illinois last week filed civil charges against a financial advisor that essentially alleges he advertised ...
Monday, March 11, 2013
17. Top CIOs Cite Improving Customer Service Through Technology As Top Priority In Accenture Study
(Matching tags: Advisor businesses,client communications,technology)
What’s the top priority of top chief investment officers (CIOs)? Going mobile.   A recent study by Accenture showed that 43% of CIOs cited improving customer service with instant data ...
Thursday, February 28, 2013
18. Normal Client Attrition Is A Fact Of Life But How Do You Handle Actions By Your Firm That Drives Them Away?
(Matching tags: Advisor businesses,business strategy,client retention)
Client attrition happens. It just does. People move away, pass away, or move their accounts to family members or close friends who have become advisors, or move because of a divorce.   Most ...
Thursday, February 28, 2013
We hear all sorts of stories about the wealthy and the trusts they set up. One particular story is highlighted in an Advisor One article on the reasons to employ family governance.   You may ...
Tuesday, February 26, 2013
... million people affected. That’s up from 5 million today.   This poses a multi-faceted threat to advisors who may be unaware of the way early dementia is affecting their clients’ decision ...
Tuesday, February 26, 2013
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