Commentary: Advisers can take steps to maximize a firm’s value Too many advisers don’t have a clear understanding of how much their firm is worth, writes Bill Snyder of 1st Global. “In order to maximize the market value of wealth management practice, stakeholders should assess all areas of the business…
Survey: Written business plan speeds up adviser growth Assets under management of financial advisers who create a formal, written business plan and follow it expand much faster compared with advisers who don’t, according to a survey by the Financial Planning Association. Among advisers who topped goals in 2013, 48% had…
Expert: Older advisers could put off retirement to keep industry staffed Financial advisers are getting older as a group, spawning discussion about a looming shortage. James Kerr of D.A. Davidson offers a solution: Rely on older advisers. “They’ve got a lot of life left in them, and I think it’s…
The new NAIFA.org: Find what you need, when you need it NAIFA has launched a redesign of its website. The new site represents a complete overhaul, with significant enhancements that will help members find the content and tools they need to help grow their business and remain aware of the…
Expert: Advisers need to focus more on inbound marketing Financial advisers “need people to want to come to them in the digital world,” says Craig Faulkner of FMG Suite, a digital marketing company. Advisers should boost their inbound-marketing efforts by using search-engine optimization, and they should “personalize and localize their…
State enforcement actions against brokers, advisers were up last year Enforcement actions by state securities regulators against broker-dealer agents soared 89% to 357 last year, the North American Securities Administrators Association said. Actions against licensed investment adviser representatives rose 11% to 176, the group said. ThinkAdvisor (11/4)
Commentary: Making better connections can improve performance Forming stronger connections with clients and staff can help advisers improve their performance and feel more fulfilled, writes John Bowen Jr. of CEG Worldwide. Among the ways to form better connections are to emphasize one’s positive traits, have a strong team strategy and…
Client dementia is a growing problem, experts say Advisers would be wise to formulate plans for dealing with clients showing signs of dementia, experts say. Some advisers “are so worried about potential liability, they are dropping clients at the first hint of cognitive impairment,” Mason Braswell writes. InvestmentNews (free registration)…
Need CE? NAIFA’s online CE provider, RegEd, is a great member benefit at a great price NAIFA members can take full advantage of RegEd’s 300-plus continuing-education course catalog via CEAuthority, RegEd’s online insurance CE solution. Two options are available to NAIFA Members: 1) unlimited course access to the full catalog for…
Follow NAIFA’s convention coverage on AdvisorTodayBlog.com NAIFA’s Career Conference and Annual Meeting will take place Sept. 6 to 8 in San Diego. Read all about it on the Advisor Today Blog, with coverage of industry sessions, workshops and main-stage speakers. Also follow coverage on NAIFA’s Facebook and LinkedIn pages, and…
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