Practice

Three steps to the perfect seminar Fallback Image Decorative pattern

Planning and Advice

Three steps to the perfect seminar

The key to a good seminar is your sales tactic, says Grant Shorten, director of strategic insights with Renaissance Investments.

By Martha Porado |August 15, 2012

2 min read

Moving to fees is profitable: PriceMetrix Fallback Image Decorative pattern

Industry

Moving to fees is profitable: PriceMetrix

Investors are willing to pay premiums for fee accounts, finds an analysis from PriceMetrix.

By Staff |August 14, 2012

2 min read

Do you manage too many products? Fallback Image Decorative pattern

Industry

Do you manage too many products?

Do you know the number of products you manage? Many advisors don’t. Current research finds the average planner's book has more than 400 individual positions, when they should closer to 30.

By Keith Pangretitsch |August 13, 2012

2 min read

How prospects are finding you Fallback Image Decorative pattern

Planning and Advice

How prospects are finding you

Clients often follow helpful tips when looking for a good advisory firm. Make sure you don't end up on their red lists by preparing for questions about your business, and making your credentials clear.

By Paul McLaughlin |August 10, 2012

4 min read