How many times have you said,“Oh, well. You can’t win ‘em all”? It may be true that you won’t win all the sales opportunities you pursue, but that doesn’t mean that you can’t win them all. In the context of the saying, “can’t” is a destructive word. It implies that…
Because we got so much feedback from Jim Silbernagel's January presentation on charitable planning strategies, NAIFA ClientCast is hosting a bonus webinar at 10 a.m. Central time on Wednesday, April 27. Jim will be joined by Neil Narveson, CPA, and they will discuss case studies and answer questions so that…
It's tax season and a good time for advisers to check client tax returns. Three advisers who are also certified public accountants offer nine suggestions that merit special attention. InvestmentNews
Emily Zulz speaks with Leon Morales of DNA Behavior, which has identified four client personality types. He offers some tips about how advisers can better interact with clients in the different categories. ThinkAdvisor (2/19)
Near-retirees seeking help with their Social Security benefits are increasingly turning to financial advisers. Ed McCarthy speaks with several advisers about how they are "tapping into the need for Social Security planning." LifeHealthPro (2/17)
Small and midsize advisory firms can't handle every aspect of business within their increasingly complex industry, writes Ron Carson of Carson Wealth Management Group. They should consider outsourcing tasks they're unable do well, joining an alliance or focusing on niches where they excel, he writes. CNBC (2/16)
In a competitive market, financial advisers are determined to differentiate their practices. David Port speaks with various advisers about how they set themselves apart. LifeHealthPro (2/12)
In the midst of turbulent markets, advisers need to be proactive in reaching out to clients, which is no simple task, according to Rick McConkey and Brian Cleary. They offer some tips for advisers, starting with establishing "a cadence of communications before a crisis." WealthManagement.com (U.S.) (2/11)
Advisers at an industry event talked about what drew them to the industry. They also discussed what efforts they took to become part of the industry and what people need to learn before working as an adviser
A survey by the Insured Retirement Institute found that women are more receptive to getting help from financial advisers than men. Among female respondents, 23% said they like working with an adviser, compared with 15% of men. Investor's Business Daily (2/5)
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