Managing
Advisors Have Only A Handful Of ‘Must Read’ Websites And Blogs For Technical And Practice Management News And Information
- Details Category: Practice Management
There’s no shortage of websites and blogs for advisors who might want technical updates and practice management tips. But what’s surprising, based on my informal poll, is that there are only a handful of websites and blogs that might be called “must reads.”
A Clever Innocence: Rob O’Dell’s Mind Map Ideas Present A New Practice Management Paradigm For Practicing Ethically
- Details Category: Practice Management
If you did not attend last Friday’s A4A webinar, you missed a great one. Rob O’Dell presented a new paradigm for managing an RIA practice.
O’Dell possesses an innocence that’s uncontrived and compelling at once. He espouses total transparency with clients via mind maps. He shares literally all of his RIA’s work product with clients through mind maps as a way of communicating. That builds relationships based on trust.
Investment Management Should Be Less A Commodity And More A Strategic Advantage: Tiburon
- Details Category: Practice Management
Financial advisors who regard their investment management strategies as a commodity do so at their own peril. Investment management is one of the nine winning tactics of successful financial advisors, according to a new report from Tiburon Strategic Advisors.
Financial Advisors Do a Poor To Average Job At Sales And Marketing: Chip Roame
- Details Category: Practice Management
Financial advisors will have to do a much better job at sales and marketing if they want to build a successful practice. Or at least so says Charles “Chip” Roame, managing partner of Tiburon Strategic Advisors, whose firm recently released a report outlining the nine winning tactics for financial advisors.
Make It Real: A Guide To Tapping The Power Of Doing The Right Thing
- Details Category: Practice Management
Bill Ramsay, a frequent commenter on A4A, tersely ripped into me today and yesterday for a post I penned criticizing the SEC for not doing a better of regulating mutual fund sales practices on Wall Street. The exchange got me thinking about how you can make life more meaningful by doing things that matter, doing what's real.
Ramsay and I first met on a Morningstar Advisor-sponsored cruise to the Caribbean in 1997 or ‘98. While Ramsay’s real expertise is in wealth management, he also knows how to write code. In 1998, when I was first learning about what would become Web-based por
