Manage Your Practice
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How Financial Advisors Can Identify New CPA Relationships through Social Media
Added on August 2014 in Manage Your Practice
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Summary: CPAs are connected with so many clients for tax preparation and as such, they can be a terrific source of new business. If you’d like to get introduced to new accounting relationships and discuss how you share their vision of helping clients save money on taxes, social media is a tool you should consider. There are many ways for you to meet CPAs and accountants via social media. this article break them down by platform.
10 LinkedIn Signals Financial Advisors Can Use to Nurture Relationships
Added on August 2014 in Manage Your Practice
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Summary: If your prospect or COI has a LinkedIn account, you should connect with them. Period. Not only does it enable you to learn heaps of information about your prospect, it creates additional touch points. These creative points of contact help raise overall awareness and progress your relationship. Here are ten situations that give you an easy reason to touch-base with prospects and COIs on LinkedIn. We’ve also included a few ways you might respond.
The Ultimate Client Event? Party at Your Place
Added on July 2014 in Manage Your Practice
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Summary: Many advisors say they are close with their clients, but just how close? It may seem like a radical idea to some advisors, but Stacy Francis of New York City believes in inviting clients into her home.
Protect Your Business with a Marketing Plan
Added on July 2014 in Manage Your Practice
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Summary: For many RIAs, life is good right now. The market is at a record high and investors have more disposable income, a stronger sense of security and are coming off the sidelines and jumping back into the markets. (Whether that is a smart decision is another story.) For many firms, the challenge has shifted from how to market and increase revenue to how to recruit and attract talent to service all of this new business.
Get Serious About Recruiting Women Advisors
Added on July 2014 in Manage Your Practice
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Summary: For a client-centric practice, there is no more critical indicator of future success than the composition of its team. Thus, every advisory firm’s top priority should be acquiring, developing and retaining the best possible people, who in turn can provide the best possible service to their clients. In this context, advisors must ask themselves if women are adequately represented — at all levels — in the practice. Advisors who can honestly say yes will find that they are far better positioned for long-term growth than those who cannot.
