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Total: 49 results found.

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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 ...
Tuesday, May 28, 2013
2. 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.  ...
Thursday, February 28, 2013
... 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 ...
Thursday, January 24, 2013
4. 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 ...
Saturday, November 10, 2012
5. 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 ...
Friday, October 19, 2012
6. 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.
Thursday, August 09, 2012
7. 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.  ...
Wednesday, August 01, 2012
8. 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 ...
Tuesday, July 24, 2012
9. 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.  ...
Friday, July 20, 2012
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 ...
Wednesday, July 18, 2012
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 ...
Tuesday, July 17, 2012
12. 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.
Wednesday, July 11, 2012
  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 ...
Wednesday, June 27, 2012
14. 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 ...
Monday, June 18, 2012
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 ...
Thursday, June 07, 2012
16. 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 ...
Thursday, June 07, 2012
17. 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? ...
Thursday, June 07, 2012
You’ve heard at various points in your career that you should learn to fire clients who become a drain on your business, taking inordinate amounts of your time. These clients may seem to be the ...
Wednesday, June 06, 2012
First Command Financial, which targets investors serving the military, says a survey it conducted reveals that the majority of middle-class military families say someone in their household experienced ...
Monday, June 04, 2012
20. New Schwab Study Shows Why Clients Have Been Moving
(Matching tags: client acquisition,Client advisory board,client satisfaction,referrals,Charles Schwab)
Clients weren't getting what they wanted, and they want to address more than the portfolio. ...
Wednesday, May 30, 2012
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