Staging a Charitable Client Event
While human tax preparers continue to be preferred over software programs, the share of tax filings prepared by human tax professionals has slipped in recent years.
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Category: Practice Management
Counseling Clients with Sudden Wealth
Sudden wealth has many sources: lottery winnings, pro sports, an inheritance, a legal judgment or a business liquidity event. Investment professionals can play an important role in helping individuals survive emotions and mistakes often associated with a sudden financial windfall.
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Virtual Office
The idea of “going virtual” is not for every advisor—or every client, for that matter. However, doing so may offer a range of potential benefits that can help grow a practice and increase its profitability. Read on!
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Overcoming Phantom Client Objections
To successfully convert transaction-based accounts to fee-based accounts requires a belief on the part of the investment professional that a conversion benefits their clients. Without that belief, no financial advisor can or should convert their book of business.
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Overcoming Challenges to Reinvent Yourself
Even in an industry accustomed to transformation, the change in financial services today has never been faster and of greater breadth. Reinventing your business to prosper in a changing environment begins with taking four simple steps.
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