Business strategy

  • Client Relationship Management Roundtable

    Advisors have been racing to revamp their practices in light of upcoming new client relationship management rules. WP gathered a group of industry veterans to sound off on the new regulations known as CRM2.

  • Content Marketing: Here to Stay

    Content marketing might be the latest marketing buzzword, but what does it mean and, more importantly, can it add value to your advice business? One thing is certain, Peter Bowman explains, for the foreseeable future, it’s here to stay

  • ​Client Communication: Digital vs. Traditional

    As blogs, newsletters and videos become normal modes of client communication, advisors are heading into the brave new world of digitization. But old-school communication is just as key to connecting with a client’s enduringly emotional heart, warns Anders Sorman-Nilsson

  • ​Succession Planning

    When it comes to mapping out an exit strategy, an advisor is ‘in tough’ if she ignores the basics of maximizing business value for prospective buyers

  • ​Effectively transitioning to a Fee-Based Business

    Advisors who quickly transition to a fee-based business are realizing faster growth in revenue and are increasing the per-client value of their book

  • ​Turning Likes into Leads

    Compliance-obsessed advisors get nervous when discussing Twitter, let alone using it. But social media can - and should - be more beneficial than burdensome. Here, writes Maggie Crowley, are four key steps to success

  • The Power of Referrals - A Fresh Perspective

    How to convince people to recommend you

  • Wondering how to stage a successful succession?

    Succession plans are rare in the advisory segment; so finding a successful case study can be a challenge. One advisor explains how he designed a process that gives him more free time and doesn't leave clients in the lurch.

  • The advisor's ultimate guide to Twitter

    Still unsure how Twitter benefits a financial advisor? Who better to learn from than the co-creator himself, Dom Sagolla?

  • Break your smartphone dependence, it’s killing you

    When it comes to the problem of 24-hour connectivity question, advisors often fall into a trap of their own design.