Advisory firm success is a process Angie Herbers writes that “building a successful advisory firm is a process, not a formula.” To find a process that works, “owner-advisors need to be ready to do things differently than they have done up to now,” Herbers writes. ThinkAdvisor (8/26)
Advisers are rethinking standard 4% withdrawal rate Some advisers say they use the 4% annual portfolio withdrawal recommendation as a guideline, because some clients’ situations require lower withdrawals. Advisers can work closely with individuals to “customize accordingly” and set an appropriate withdrawal rate, says Stuart Ritter of T. Rowe Price….
How fear can be good for your practice Steve Sanduski draws a contrast between “good fear” and “bad fear.” “Top advisers understand the difference. They embrace good fear and realize all growth takes place when you step outside your comfort zone and challenge yourself,” he writes. InvestmentNews (free registration)/Outside-IN blog…
Commentary: Advisers should consider key factors in tech purchases Advisers should answer a few crucial questions before going ahead with an investment in new technology, such as whether the technology will make them more efficient, writes Ed O’Brien of Fidelity Institutional. InvestmentNews (free registration)/TechTalk blog (8/8)
What motivates successful advisers? Successful financial advisers tend to be internally motivated, which means “they are inspired to do something because of their genuine interest in learning more, doing something better or helping others,” Jeff Spears writes. Some advisers seek other rewards. WealthManagement.com (U.S.) (7/15)
Advisor 2020 –- Unlock the Secrets to Your Future Success Advisor 2020, published by the GAMA Foundation and sponsored by NAIFA, presents cutting-edge research on industry trends and identifies opportunities for advisers seeking success in a changing marketplace. The book reflects two independent research studies, “The Market of the Future”…
Independent advisers at conference The 2014 Independent Advisors Networking Reception, sponsored by the National Association of Independent Life Brokerage Agencies, will be held during NAIFA’s Career Conference and Annual Meeting at the Manchester Grand Hyatt in San Diego on Sunday, Sept. 7. You must be registered for the NAIFA conference…
Commentary: Advisers can manage time more effectively Financial advisers seeking to better manage their time need to figure out where their distractions are and “the one thing [they] need to solve first,” writes Holly Batchelder of Peak Advisor Alliance. They can then take steps such as defining their role, setting…
The NAIFA Virtual Library As a member of NAIFA, you have free, unlimited 24/7 access to the NAIFA Virtual Library. Whether you are a new adviser or agent, or an experienced producer, the NAIFA Virtual Library is your key to a myriad of sales support tools and resources including lead…
Register for the free monthly NAIFA webinar “Are You Too Nice To Close the Deal?” In developing relationships with prospects, do you lack assertiveness? Are you known for your helpfulness, but you can’t seem to move the conversation into qualifying and closing your prospects? This webinar, presented by Connie Kadansky,…
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