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Financial Planning
June 1, 2007
Kathy Gevlin
Advisor Pulse The happiest financial advisors really do put their clients first, asserts the first study of advisor satisfaction. mark for My Articles similar articles
Registered Rep.
September 1, 2005
David A. Geracioti
You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals. mark for My Articles similar articles
Registered Rep.
January 1, 2003
Grove & Prince
Staying Connected If financial advisors need yet another reminder about the importance of contacting clients, here it is: In our study of affluent investors conducted in late October, almost half of the respondents said they had changed primary advisors in the last year, often citing lack of contact. mark for My Articles similar articles
Financial Planning
February 1, 2008
John J. Bowen Jr.
The Wow Factor Never underestimate the role that client service plays in your advisory business. mark for My Articles similar articles
On Wall Street
September 1, 2008
Donna Mitchell
Which Firms Leave Clients Most Satisfied? It's easy to call clients in good markets, but more important to call them when times are bad. mark for My Articles similar articles
Financial Advisor
May 2012
Satisfaction A job satisfaction study by J.D. Power found that financial advisors' happiness with their work is most dependent on their firm's performance. mark for My Articles similar articles
Financial Planning
November 1, 2008
Stacy Schultz
Key to Happiness The key to an advisor's happiness is support, at least for the independent advisor. mark for My Articles similar articles
Registered Rep.
July 21, 2006
Kristen French
Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning. mark for My Articles similar articles
Financial Advisor
March 2006
Grove & Prince
The Secrets Of Million-Dollar Producers Here is how the role client loyalty plays in both the sustainability of the client/advisor relationship through difficult market conditions and poor performance and the client's willingness to provide more assets and referrals to the advisor. mark for My Articles similar articles
Registered Rep.
July 19, 2010
Jerry Gleeson
Edward Jones, RBC top J.D. Power investor survey Overall investor satisfaction with the dozen companies in the study was markedly higher this year, although the survey also showed that investors increasingly believe that investment firms are more focused on profits than on customer satisfaction. mark for My Articles similar articles
Financial Planning
January 1, 2013
John J. Bowen, Jr.
How to Increase Client Satisfaction It s not about your skills, it turns out - other factors are more important in maintaining happiness and loyalty. mark for My Articles similar articles
Financial Planning
June 1, 2008
Julie Littlechild
Is Loyalty Enough? When it comes to client relationships, though, client loyalty should not be the primary objective. mark for My Articles similar articles
Financial Planning
May 1, 2008
Stacy Schultz
Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report. mark for My Articles similar articles
Registered Rep.
July 22, 2009
Edward Jones, LPL, Schwab: Keeping Clients Happy FAs, you better be at the top of your game. mark for My Articles similar articles
Investment Advisor
June 2007
Kara P. Stapleton
Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Grove & Prince
Elusive Loyalty It's a serious conundrum for financial advisors: Their success hinges on their ability to cultivate loyalty in their most affluent clients, but many are having a tough time building that loyalty. But financial advisors can learn the skills that promote client loyalty. mark for My Articles similar articles
Financial Advisor
October 2010
Michael Patrick Jacobs
Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice. mark for My Articles similar articles
Financial Planning
January 1, 2009
John J Bowen Jr
Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever. mark for My Articles similar articles
Financial Planning
July 1, 2007
John J. Bowen
Deep Listening Research shows that financial advisors often don't understand the needs of their affluent clients. Here's how to clear up the misconceptions. mark for My Articles similar articles
Registered Rep.
February 9, 2011
Diana Britton
IMCA Helps Financial Advisors Pick Up Women Three out of four wealthy women are looking or thinking of looking for a better financial advisor. mark for My Articles similar articles
Financial Advisor
May 2008
Frontline News Clients Ticked Off At Their Advisors... Surprising Conclusions About Client Loyalty... The Keys To A More Profitable 401(k) Practice... etc. mark for My Articles similar articles
Investment Advisor
July 2007
Angela Herbers
Investing in Your Own Future Advisors who train their young professionals effectively can double the size of their practice in three years. mark for My Articles similar articles
Investment Advisor
January 2007
Savita Iyer
DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor. mark for My Articles similar articles
Registered Rep.
May 2, 2007
Kevin Burke
It's Not About the Money The firms that have the highest number of satisfied financial advisors aren't necessarily the ones with the highest-paid financial advisors. Industry experts say that what really drives advisors to jump is friction with a supervisor. mark for My Articles similar articles
Financial Advisor
April 2007
William Glasgall
Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change. mark for My Articles similar articles
Financial Planning
June 1, 2008
Elizabeth O'Brien
Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments. mark for My Articles similar articles
Registered Rep.
August 1, 2006
Halah Touryalai
(I Can't Get No) Satisfaction A recent survey suggests investors have higher rates of satisfaction with regional and independent broker/dealers than with wirehouse firms. mark for My Articles similar articles
Registered Rep.
October 1, 2005
60 Seconds with Bill Carey (Head of Fidelity's RIA group) The former president of Fidelity's institutional retirement business and a 12-year veteran of the firm talks about his plans for the advisory unit and the challenges confronting advisors. mark for My Articles similar articles
Registered Rep.
May 1, 2006
John Churchill
Don't Know What SRI Is? Listen Up Socially responsible investing (SRI) is still relatively uncharted territory for most advisors, according to a recently released study; however, since more clients are demanding SRI than ever before, it may be time to get wise. mark for My Articles similar articles
Investment Advisor
June 2006
Tibergien & Littlechild
Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them. mark for My Articles similar articles
On Wall Street
November 1, 2011
Todd Colbeck
Your Clients Are Your Best Calling Card More than half of all new clients of financial advisors come from active and passive referrals according to studies of advisor best practices. mark for My Articles similar articles
Financial Planning
November 1, 2010
John J. Bowen, Jr.
Wow Right Now Starting now, you need to delight your clients if you want to keep their business and maintain their loyalty going forward. mark for My Articles similar articles
Registered Rep.
December 2, 2014
Best of the Best 2014 Unlike many of our competitors, we are as transparent as possible about our criteria and methodology when publishing a ranking. mark for My Articles similar articles
On Wall Street
January 1, 2009
Larry Silver
The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year. mark for My Articles similar articles
Investment Advisor
July 2006
Maya Ivanova
Power of the People With the proper guidance, training, and nurturing, your employees can expand your firm's presence, networking opportunities, and pool of referrals and help you grow your financial advisory firm. mark for My Articles similar articles
Registered Rep.
February 1, 2005
David A. Gaffen
Small Game Hunting About 30% of the 22 million U.S. households have somewhere between $100,000 and $500,000 in net worth, including the equity in their homes. Many of them are feeling neglected by their financial advisors. mark for My Articles similar articles
Financial Planning
January 5, 2008
John J. Bowen Jr.
Better Than Average Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community. mark for My Articles similar articles
Financial Planning
January 1, 2010
Donna Mitchell
Articulate Your Value A majority of financial advisory clients have been very satisfied with the performance of their providers since the onset of the financial crisis and market meltdown, but almost 10% of clients are neutral or dissatisfied. mark for My Articles similar articles
Financial Advisor
November 2005
David J. Drucker
Chasing The Wrong Clients? Some think that financial advisors are after the wrong group of wealthy clients. mark for My Articles similar articles
Financial Planning
August 1, 2007
Marshall Eckblad
Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink. mark for My Articles similar articles
Financial Advisor
April 2007
Grove & Prince
Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so. mark for My Articles similar articles
Financial Planning
May 1, 2012
John J. Bowen, Jr.
Borrow From the Best One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace. mark for My Articles similar articles
Investment Advisor
May 2008
Whither Client Loyalty? Are you certain that your clients will follow you where'er you roam? According to new research by Spectrem Group, clients may not be as steadfast as Mary's little lamb. mark for My Articles similar articles
Registered Rep.
June 3, 2015
Megan Leonhardt
Compensation Survey 2015: How Advisors Stack Up Advisors whose business mix leans more toward fees make almost twice as much as those who still lean heavily toward commissions, according to data collected in WealthManagement.com's compensation survey. mark for My Articles similar articles
Financial Planning
September 1, 2007
Ray Sclafani
The Future is in Retirement By helping clients envision later-life goals, You can build value in your practice. An exclusive conversation with coach Dan Sullivan. mark for My Articles similar articles
Financial Advisor
December 2003
Grove & Prince
The Financial Life Of Senior Executives Who do America's top executives favor as their primary financial advisor and how did they find that advisor? mark for My Articles similar articles
On Wall Street
April 1, 2013
Margarida Correia
Referrals Aren't Enough to Lure Clients Contrary to what many advisors assume, referrals do not automatically create new wealthy clients. mark for My Articles similar articles
Registered Rep.
December 7, 2011
Philip Palaveev
The Say on Pay: Registered Rep.'s 2011 Compensation Survey Financial advisors continue to expand their practices, work with more clients and receive ample compensation for their efforts. mark for My Articles similar articles
Investment Advisor
July 2010
David DeVoe
Options, Options, Options Big banks used to be the main acquirers of advisory firms, but in the past few years, the consolidators and bigger advisors have recognized the opportunity as well. mark for My Articles similar articles
Financial Planning
October 2, 2007
Elizabeth O'Brien
Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them. mark for My Articles similar articles