PA NC: Powerful Presentations
Knowing the audience and customizing presentations for specific participant groups are the keys to having an effective participant meeting, according to a panel of industry professionals at PLANADVISER’s...
Tag: Practice management
Perspective: Don’t Confuse Sales Activities with Verifiable Advances
The fifth of seven ineffective habits of retirement plan advisers
As Assets Grow, Investors Want More Advice
The greater the percentage of assets an investor has invested, the more likely he is to adopt the new solution-oriented products and services emerging from investment product providers...
Perspective: Direct Marketing Often Fails the Viral Test
The fourth of seven ineffective habits of retirement plan advisers
PLANSPONSOR to Commence Fourth Year of Honoring Advisers
This September, PLANSPONSOR will again open its annual nomination process for its Retirement Plan Adviser and Adviser Team of the Year awards.
Perspective: Cast a Broad Net, Catch a lot of Suckerfish
The third of seven ineffective habits of retirement plan advisers
Clients Unclear About Advisers’ Fees
Don’t assume your clients are comfortable with fees just because they don’t say anything.
Perspective: Do Your Best to Move Beyond 'Doing Your Best'
The second of seven ineffective habits of retirement plan advisers
Advisers Can Help Plan Participants Keep the Faith
Participants’ mood about their financial future has fallen off significantly during 2007 but sponsors can encourage participants to meet with advisers and construct or reconstruct a retirement savings...
CFP Revamps Ethical Standards
The Board of Directors of Certified Financial Planner Board of Standards Inc. (CFP Board) has revised the ethical standards for CFP professionals, requiring them to 'at all times...
Significant Potential Exists for Advisers in Retirement Plan Market
Nearly half (42%) of plan sponsors do not have a relationship with a financial adviser.
Elite Advisers Share Five Characteristics
Every adviser needs to think about what they are known for and what they would like to be known for.
Advisers Need to Better Manage Practice Revenues
Are you getting a fair reward for your labor and risk?
Happiest Advisers Found at Edward Jones
Edward Jones ranks highest among 10 financial investment firms in satisfying their financial advisers, receiving particularly high ratings from advisers in support, people and firm performance.
Perspective: Don’t Fall For the Experience and Intuition Trap
The first of seven ineffective habits of retirement plan advisers.
Retirement Income Planning Equals More Business
Advisers who help clients put together a formal retirement income plan end up with more assets – and more referrals - from more satisfied customers.
Commission Revenue Models Losing Favor
Fee-based practices are growing, with 46% of advisers adopting that pricing structure, an increase of 35% over the past five years.
Retirement Planning High on Advice Agenda
Married men and women participating in a recent survey agreed that the top two reasons for turning to a financial adviser are to prepare for retirement (58% of...
Perspective: Seven Habits of Highly Ineffective Retirement Plan Advisers
This is the first in a series of eight columns, appearing the first Thursday of each month, by Matt Smith, managing director of retirement services with Russell Investment...
Managing the RFP Process
A provider search is often one of the most time consuming parts of a client relationship.