In the Now: Leveraging Technology to Enhance the Client Experience

Posted by Angela Sarver

February 27, 2019 at 1:30 PM

If someone had told you years ago that a phone small enough to hold in your hand would have more power than the technology NASA used for the first moon landing, would you have believed them? It’s true—and it’s a testament to the dramatic technological advancements we’ve experienced in the past several decades. The changes have ranged from the minor (Rolodexes are no longer a thing!) to major improvements, including how we interact with clients and prospects. As new solutions emerge, advisors will need to place a greater emphasis on leveraging technology to enhance the client experience.

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Topics: Practice Management

Capturing Money in Motion: An Ever-Changing Opportunity for Growth

Posted by Kristine McManus

February 5, 2019 at 10:00 AM

In a recent blog post, I talked about the importance of consolidating your clients’ assets. I also discussed introductions and referrals and how essential they are in helping you gain new clients for your practice. Here, we’ll take a look at another strategy for business growth: capturing money in motion.

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Topics: Practice Management

Why Giving Back to Your Community Matters—for You and Your Business

Posted by Patricia Deschineau

January 23, 2019 at 1:30 PM

It’s absolutely true: spending time giving back to your community can provide tremendous benefits—not just for the people and organizations you are helping, but for your personal well-being and even for your business.

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Topics: Marketing, Practice Management

Want to Add More Client Assets? Just Ask!

Posted by Kristine McManus

January 16, 2019 at 1:30 PM

New clients are the lifeblood of a thriving practice. Yet, I find that many advisors focus too intently on their prospecting activities and fail to take advantage of the opportunities for business growth sitting right across from them: their existing clients.

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Topics: Practice Management

Measure Your Business Success with 3 Crucial KPIs

Posted by John Reid

November 28, 2018 at 1:30 PM

Advisors who develop a business plan are more likely to realize success—that is, if they revisit their plans and hold themselves accountable. As your firm grows, your vision for your business may change significantly, meaning your business plan will need to change, too. But a plan shouldn’t be reactive; it should help you lead the change you want to see as your firm develops—and that means it will require regular review.

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Topics: Practice Management

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