Books & Records
Registered Investment Advisors
Keebler Tax Education
Total Rebalance Expert
Total: 50 results found.
Page 1 of 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
s achieving their goals. ...
Sunday, September 27, 2015
Keeping Clients In Up Markets
(Matching tags: client communication,client retention,hehavioral finance,client education,client loyalty,client satisfaction,diversification,client communications)
I'm frustrated. I lost three long- term
s this year. I'm not used to losing
s. They all had the same reason for leaving: they thought their 2013 returns should have been higher. I ...
Monday, May 26, 2014
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
s, with outlays for: ...
Wednesday, April 23, 2014
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
s are asking more tax-related questions. 81% say they take tax management into consideration when ...
Tuesday, May 28, 2013
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
s are looking for—a boring investment they don’t have to worry about. ...
Thursday, February 28, 2013
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
s, advisors need to make them partners in the asset management process. This is something many advisors are reticent to do with
s at any asset ...
Thursday, January 24, 2013
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
s are jumpy. They've endured the huge ...
Saturday, November 10, 2012
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
, 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
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
CFP®s Are More Profitable, Have Happier Clients, And Are More Productive, A Recent Study Shows
(Matching tags: CFP Board,Advisor businesses,client satisfaction)
s, and boost firm revenues. ...
Wednesday, August 01, 2012
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
s complain it’s ...
Tuesday, July 24, 2012
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
Friday, July 20, 2012
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 ...
Wednesday, July 18, 2012
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 ...
Tuesday, July 17, 2012
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
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 ...
Wednesday, June 27, 2012
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
s first. What does that really mean? For me, it means I don't sell commissioned products and I do my ...
Monday, June 18, 2012
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 ...
Thursday, June 07, 2012
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
s have with you online. The fact is that 71% of
s want to look at your website before ...
Thursday, June 07, 2012
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
s and getting their
s to buy in. So what happened? Should you throw the whole idea out based on this one report? ...
Thursday, June 07, 2012