Client-Value Calculator Comes to Market
Robinson & Associates, a Boise, Idaho-based company that helps advisers with client retention, is introducing the Customer Lifetime Value (CLV) calculator.
Tag: Selling
Ridgeworth to Create Retail Sales Team
Ridgeworth Investments has chosen Bob Kuberski to build and lead a retail sales team in the newly-created role of National Sales Manager for the Retail Advisor channel.
There’s No “We” in Investing, Just “I”
Investors do not want to jump to a rational conversation about facts and figures right away; financial advisers need to understand them on an emotional level first.
401(k) Rekon Adds Provider Rewards Program
401(k) Rekon is introducing a rewards program for plan providers who host educational seminars for plan advisers.
Buckley Joins Great-West Sales Team
Great-West Retirement Services has appointed John Buckley as regional sales director for Louisiana.
Pursuing the RIA Market
Consulting firm kasina has published a report examining the methods asset managers should use to sell to registered investment advisers (RIAs).
Diversified Hires New West Coast Sales Exec
Diversified Investment Advisors announced that Greg T. Hodges has joined the company as a sales executive for the west coast.
Sales Managers Juggle Competing Interests
Balancing the demands of the home office and the needs of a widely-dispersed wholesaling staff can be very challenging for a sales manager, according to a Cerulli Report.
“Pitch Points” Aimed at Helping Advisers
T. Rowe Price will be rolling out a new value-add series called “Pitch Points” to better serve the defined contribution (DC) adviser market.
chalk talk
Doing Your Homework
Communicating your connection between process and functional delivery
Traditional Retirement Losing Appeal for Wealthy
A report released from Barclays Wealth shows that high-net-worth Americans are not as inclined to a traditional retirement as was once the norm.
Are You Seeing Red?
Guys looking to attract the attention of the opposite sex – or simply to appear more powerful - might want to consider a slight wardrobe...
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One for the Record Books
July and August traditionally have been slow months for news, but the last month or two have been anything but.
Navix Offers a Way “Out” for Business Owners
Business owners looking to move on to a different life stage now have a new option.
PERSPECTIVE: 5 Steps to Jump Start Your Social Networking Presence
If you’re an advisor new to the social media scene, take some time to jump start your networking presence!
Morningstar Introduces StockInvestor Core Index
Morningstar, Inc. has created the Morningstar StockInvestor Core Index , a diversified portfolio of stocks from the Tortoise and Hare portfolios featured in the Morningstar StockInvestor newsletter.
Schwab Unveils New Technology Platform
Charles Schwab, has announced additional details on the integrated technology platform the company is developing.
Advisers Not Discussing Roth Conversion Opportunity
Although 58% of advisers say their clients earn more than is needed to make the Roth IRA conversion under the new rules, a surprisingly small proportion of these...