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April 10, 2019
3 Keys to Effectively Connecting with the Next Generation

By Steven J. Atkinson

A common challenge among many advisory practices is an aging client base and trying to find a way to connect with the next generation of those clients. A 2015 Investment News study concluded that... Read more

Practice Management

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March 27, 2019
3 Common Pitfalls Wealth Advisors Should Avoid

By Steven J. Atkinson

Being a wealth advisor is an honorable job that is not meant for everyone. Wealth advisors can have an enormous impact on a family and the generations that follow. In today’s marketplace, we feel... Read more

Practice Management

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March 21, 2019
Comfort or Confidence: How to Tell Which You Provide

By Steven J. Atkinson

Do you know whether your clients feel comfortable or confident in their relationship with you? Does client retention and acquisition depend on how they feel? I hope the following message helps yo... Read more

Practice Management

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January 11, 2019
Let Your Clients Tell You How You Can Deliver a Better Experience

By Nishant Pandya

In 2017, the second annual Investor Feedback Survey gathered opinions from nearly 19,000 clients of advisors across over 400 firms globally. The feedback provided insight into many aspects of a c... Read more

Practice Management

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October 24, 2018
Technology … How Much Time Should You Really Spend Thinking About It?

By Steven J. Atkinson

I recently attended a conference where at least half of the speakers or vendors were talking about or selling some sort of technology meant to enhance the client experience. It seems that there i... Read more

Practice Management

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May 30, 2018
11 Action Steps to Design an Extraordinary Client Experience

By Michael Kitces

As financial advisors — like any business owner — we want our clients to have a “great experience” when they do business with us, providing a high level of service and proactive communication. Ye... Read more

Practice Management

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May 17, 2018
Setting Up Your Office So It Works for You and Your Clients

By J. William G. Chettle

Your office is where you will do much of your work and planning so it should be enjoyable to spend time in and efficiently laid out. It should also be tidy — no stacks of paper. You want to set... Read more

Practice Management

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May 8, 2018
6 Ways to Create a Comfortable Conference Room

By J. William G. Chettle

Your conference room is where you will typically spend the most time with clients and prospects, going through your Discovery (and Rediscovery) process, holding quarterly reviews, and making pres... Read more

Practice Management

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May 1, 2018
Your Office Is a Reflection of You. What Is It Saying?

By J. William G. Chettle

Your biggest competition as a financial advisor is not the advisor down the street or the wirehouses or robos…but companies such as Apple, Lexus, and the Ritz Carlton that have trained the afflue... Read more

Practice Management

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November 2, 2017
Client Feedback — Growing Your Practice Through Their Insights

By Vince Crivello

The most successful advisors are continually looking for ways to improve their offerings while helping more people. When those advisors ask us, “What do investors really want from their advisor?”... Read more

Practice Management

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