1. Why Advisors Need To Manage Tax Efficiently
(Matching tags: client service,client referrals,client retention,new tax rules,Taxes,Tax-efficient investing,tax efficient investing,client education,client loyalty,client satisfaction,advisor technology,client communications)

... 69% say clients are asking more tax-related questions.                 81% say they take tax management into consideration when ...

2. SEI Survey: Increased Focus On Taxes Creates Opportunity For Advisors
(Matching tags: Advisor businesses,client service,client education,client retention,client satisfaction,Taxes,Tax Management,Tax Changes,tax planning)

SEI Identifies Tips for Advisors to Add Value through Tax-Managed Strategies Throughout the Year...

3. Continuous Client Service - Lock in Loyalty and Build Your Business
(Matching tags: client communications,client education,client feedback,client loyalty,client referrals,client retention,client satisfaction,client service)

Find out how SEI can help you take your business to the next level with a “continuous” approach to client service. Register today to receive Part 2 in our End-to-End Excellence video series ...

4. Sales & Onboarding - Your Last Chance to Make a Good Impression
(Matching tags: client acquisition,client communications,client loyalty,client satisfaction,client service,prospecting,prospects,sales)

Increase close and retention rates with End-to-End Excellence.   Discover how SEI can help you focus on sales, onboarding and client service.  End-to-End Excellence, a two-part series, ...

5. Risk Averse Clients May Find Comfort In Four Dividend-Paying Stocks That Have Been Steady For Decades
(Matching tags: client satisfaction,investment strategies,markets)

... stocks.   The companies have paid consistent dividends for decades and may be exactly what some clients are looking for—a boring investment they don’t have to worry about.  ...

6. Digging Deeper Into The Recent IPI Report Reveals Hidden Industry Issues Affecting Clients Of All Asset Levels
(Matching tags: Advisor businesses,client loyalty,client satisfaction)

... from a media perspective is that, to attract these clients, advisors need to make them partners in the asset management process. This is something many advisors are reticent to do with clients at any asset ...

7. Managing Client Expectations
(Matching tags: client communications,client education,client loyalty,client satisfaction,communication)

Sometimes it is appropriate to remind ourselves of best practices. This article will address one of these: managing client expectations.    Our clients are jumpy. They've endured the huge ...

8. MMI Conference Panel Tells Money Managers It's All About The Client
(Matching tags: asset management,asset allocation,client satisfaction)

It’s all about the client, a panel of advisors at the Money Management Institute (MMI) Fall Solutions conference said. Asset allocation should be based on seeking investments that are appropriate ...

9. Treating Your Staff Right Will Improve Customer Service
(Matching tags: client loyalty,client satisfaction,client service,managing)

If you want to raise your level of customer service, look inward before you look outward.

10. CFP®s Are More Profitable, Have Happier Clients, And Are More Productive, A Recent Study Shows
(Matching tags: CFP Board,Advisor businesses,client satisfaction)

... clients, and boost firm revenues.  ...

11. Want To Know The Secrets To Rainmaking? They May Be Different Than You Think!
(Matching tags: client satisfaction,client retention,client referrals,client acquisition)

What does it take to be a rainmaker these days? The industry has changed. Old rainmaking tactics have become passé. As it turns out, the softer issues win out here, too. When clients complain it’s ...

12. Effective Delivery Of Family Office Service Level Requires Honest Appraisal Of Skills And Expertise
(Matching tags: Advisor businesses,family offices,marketing,client satisfaction)

... of service is quickly becoming the goal of many. It's also one that can easily elude advisors and confuse clients.  ...

13. Survey Finds Technology Purchases Don't Mean Much Without Integration Of Systems To Provide Better Service
(Matching tags: Advisor businesses,technology,client satisfaction)

Most advisory firms have been struggling to ramp up their technology capabilities including getting involved in social media. But a recent survey by SEI found that 61% of firms are having difficulty ...

14. Asset Management Firms Plan To Continue Spending On Technology To Increase Operational Efficiency And Improve Client Service Quality
(Matching tags: asset management,technology,client satisfaction)

A recent survey shows that asset management firms have no intention of cutting their technology spending. The 2012 Money Management Executive Technology Survey covered three tiers of firms: those with ...

15. Getting Feedback Is Required In Discovering Your Brand
(Matching tags: brand,client feedback,Client advisory board,client satisfaction,marketing,client communications,practice management,referrals,google)

  Your brand is what people (and Google) say it is.

16. The Man With The Broken Mouse: A Story Of Mice And Men And Doing The Right Thing For Clients
(Matching tags: integrity,client satisfaction,marketing)

  Three weeks ago, my mouse broke. It’s a LogiTech Anywhere MX. It’s great. I have a backup mouse but it’s less convenient. After letting the broken mouse sit idle for a week on ...

17. How Seriously Do You Take Fiduciary Duty?
(Matching tags: client communications,client loyalty,client satisfaction,fiduciaries,investment fiduciaries)

As Registered Investment Advisors, we have a fiduciary duty to put the interests of our clients first. What does that really mean?  For me, it means I don't sell commissioned products and I do my ...

18. Family Office Exchange (FOX) Offers New List Of Advisors To Clients With $20 Million In Assets
(Matching tags: client satisfaction,niche,family offices)

The Family Office Exchange, commonly known as FOX, offers ultra high net worth families access to a list of preferred advisors. Most of the families in the FOX membership have $300 million or more. But ...

19. Pershing Study Shows That Your Website Is Where Clients Get Their First Impression Of You And Of Your Services
(Matching tags: marketing,communication,client acquisition,client satisfaction)

First impressions and looking good still matter. And one place they matter most is in the experience your clients have with you online. The fact is that 71% of clients want to look at your website before ...

20. One Advisor's Experience With A Dual Fee Structure Is Simply That: One Advisor's Experience
(Matching tags: Advisor businesses,client loyalty,client satisfaction,compensation)

... and these advisors even had great success explaining it to their clients and getting their clients to buy in. So what happened? Should you throw the whole idea out based on this one report? ...