Practice

How to help clients hold on Fallback Image Decorative pattern

Industry

How to help clients hold on

While high returns may please clients in the short term, they’re impossible to maintain on a consistent basis. To ensure long-term success, advisors should instead focus on building their brands and making sure clients can weather volatility storms.

May 25, 2012

2 min read

Lunchtime Takeaway: Going on parental leave Fallback Image Decorative pattern

Planning and Advice

Lunchtime Takeaway: Going on parental leave

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |May 24, 2012

1 min read

How to turn friends into clients Fallback Image Decorative pattern

Industry

How to turn friends into clients

Ever wonder why friends are reluctant to do business with other friends? Let’s look at five reasons.

By Bryce Sanders |May 23, 2012

3 min read

Segment your clients Fallback Image Decorative pattern

Industry

Segment your clients

The key to successful segmentation is a thoughtful analysis of your business, smart selection of clients, and a viable service platform to ensure clients who aren’t on your A-list don’t fall through the cracks.

By Keith Pangertitsch |May 23, 2012

5 min read