Home Office
Practice Management
-
What do Zero Commission Trades Mean for Independent Financial Advisors?
- November 12, 2019
- Posted by: Grant Cox
- Category: Blog, Practice Management, Uncategorized
No CommentsIn early October, Charles Schwab set off a fervor in the discount brokerage space by cutting trade commissions to zero on U.S. stocks, ETFs and options. Soon after, TD Ameritrade, E-Trade, Ally Financial and Fidelity followed suit…
-
Financial Advisors and Social Media: What your strategy is missing
- April 26, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development, Marketing, Practice Management, Social Media
More advisors are using social media to improve their business than ever before, according to a new survey by Putnam Investments …
-
Finding a Niche and Building Your Brand as a Financial Advisor
- March 22, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development, Marketing, Practice Management
If you think back to your time in grade school, you may remember learning in biology class that there’s a specific niche for every organism in an ecosystem …
-
Financial Advising to Millennials, the Future of the Financial Services
- February 7, 2019
- Posted by: Grant Cox
- Category: Blog, Business Development, Practice Management
As commonly represented in media headlines, the millennial generation is infamous for eschewing the ways of previous generations. Then it should come as no surprise that millennials are investing differently too …
-
Prestige Roadmap to Succession Planning
- September 19, 2016
- Posted by: nextMarketing
- Category: Blog, Business Development, Practice Management
-
Summer is Here! Tips for Balancing Work Life with Personal
- June 23, 2016
- Posted by: nextMarketing
- Category: Blog, Practice Management
Step away from screens and breathe some fresh summer air so come Monday morning, you will be ready to take on another week with energy and optimism. Whatever your idea of relaxation may be, see ways to balance work with your ideal leisure activities.
-
Checklist for Improving Customer Relationships
- June 16, 2016
- Posted by: nextMarketing
- Category: Blog, Practice Management
Accomplishing goals requires determination, persistency and time to evaluate progress as well as modify strategies that have been set in place. One goal that many advisors have year-after-year, is to strengthen relationships among customers. To avoid continuing having this goal sent to the backburner, feel free to take advantage of the check list in this article.
-
Reaching the First Time Millennial Home Buyer
- June 9, 2016
- Posted by: nextMarketing
- Category: Blog, Practice Management
Convincing millennials that buying a home is more beneficial than renting or living with parents may not be easy due to several outside factors that have shaped this generation. Luckily, there are ways to educate them on the advantages of buying a home in the long run.
-
Money Saving Tips for Recent College Grads
- May 24, 2016
- Posted by: nextMarketing
- Category: Blog, Practice Management
Graduating college can be a stressful time filled with anxiety of beginning a new career and finding a place to live. Your clients look to you for financial advice in all aspects of their lives—including their children. Take a look at these money saving tips you can share with your recent college graduate clients.
-
There’s No Luck When it Comes to Customer Service
- March 17, 2016
- Posted by: nextMarketing
- Category: Blog, Practice Management
Cultivating a good customer service strategy takes work and dedication. Before you give any of your clients away to competitors due to sub-par client service, consider the following strategies to ramp up your strategy.