Blog Entries in Practice management

Blog Entries in Practice management

6 Tips for Planning a Success Event

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, July 8th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

In this age of electronic communication and social media, we can sometimes forget the value and importance a face-to-face meeting has in the business development process. In my opinion, events are often times the greatest way to show your appreciation and create needed face time with clients and educate prospects on the benefits of working with firm..Read More »

Letting Go of Less-Than-Ideal Clients

By Rosemary Smyth, MBA, ACC, Author on Thursday, June 26th, 2014

Rosemary Smyth, MBA, ACC, Author

Some advisors hold onto clients that they consciously know are bad for them instead of taking one bold step that could improve the quality of their business. The challenge of letting go is tough for some people especially if they see their business situation as not so great but are more afraid of the unknown. It’s been said that the unknown is where your professional potential lies and that choosing the discomfort of change will reveal to you a whole new world of possibilities. It’s all about making that one courageous decision and leaving the status quo behind...Read More »

Year-End Means Thanksgiving & Other Useful Tips

Susan Glover, President, Susan Glover & Associates, LLC

As we enter the second half of the year, you will look at this year’s goals and to-do list and wonder if you’re halfway there...Read More »

Are You Prepared For an SEC Exam?

By Lindsey Starr, Marketing Coordinator, ByAllAccounts on Wednesday, June 18th, 2014

On Wednesday, June 25th ByAllAccounts will be hosting a webinar on preparing for your next SEC audit. You’ll hear from industry experts on need-to-know tips and best practices for keeping your firm compliant...Read More »

5 Tips to Jump Start Your Marketing this Summer

By Bill McGuire, Principal, W.M.McGuire, LLC on Wednesday, June 11th, 2014

Bill McGuire, Principal, W.M.McGuire, LLC

The lazy days of summer are made for barbeques, fireworks, trips to the beach or lake, and other vacation festivities. It’s also a perfect time to take a good look at your marketing and get a head start on some of those projects that have been on the backburner or seem a little more difficult to focus on in busier seasons..Read More »

The Robo Advisor Landscape

By ByAllAccounts, Podcast Series on Tuesday, June 10th, 2014

ByAllAccounts, Podcast Series

At the end of last month ByAllAccounts hosted a webinar on what can be learned from robo-advisors and how you can grow your firm in a changing market. In the following podcast, you can hear an excerpt from the webinar in which Raef Lee, Managing Director at SEI Advisor Network outlines the robo-advisor landscape...Read More »

How Advisors and Clients Demonstrate Trust

By Rosemary Smyth, MBA, ACC, Author on Monday, June 9th, 2014

Rosemary Smyth, MBA, ACC, Author

Trust can mean different things to different people. Trust is also a function of both character and competence. To demonstrate trust, we need to see it in action. For some advisors, establishing and extending trust can be accomplished quite quickly. If there is trust between an advisor and a client, you’ll see more effective communication and collaboration and of course, having a reputation of trust is priceless...Read More »

Decoding Insurance Jargon

Kellan Finley, Managing Director, Insurance Decisions

Clients are often confused by many of the terms stated within their insurance policies. To help, here are some of the most commonly used insurance jargon they are likely to encounter, and how to clearly explain what each of these really means..Read More »

How can you stand-out from robo-advisors? [podcast]

By ByAllAccounts, Podcast Series on Thursday, May 22nd, 2014

ByAllAccounts, Podcast Series

On May 20th Raef Lee, Managing Director SEI Advisor Network, and I ran a webinar on what can be learned from robo-advisors. My personal opinion is that the emergence of robo-advisors is the next evolution in a trend that started several years ago as access to market data as well as post-trade account information, became widely available online. This availability led naturally to the development of technology to access the data, such as portals, mobile apps, and account aggregation...Read More »

A Foolproof Way to Hold People Accountable

By Rosemary Smyth, MBA, ACC, Author on Thursday, May 15th, 2014

Rosemary Smyth, MBA, ACC, Author

If we consider a simple definition of accountability as, “the ability to account for your own actions”- it seems surprisingly straightforward. But, accountability also involves having clearly communicated objectives, being granted authority over those objectives and having predetermined outcomes for either success or failure..Read More »

View earlier posts in the archive