Inside Information Newsletter

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2019

April 2019 In this issue...

  • Marketing to Perfect Strangers Synopsis: Social media may not be as complicated as people a certain age had assumed.
  • Client Services: A new resource uses best practices from the best advisory firms to help you improve your client service.
  • Client Services: Tools and tutorials that help you provide college planning advice.
  • Practice Management: Chalice Financial Network offers some attractive discounts.
  • Parting Thoughts: Maybe state regulation of financial planners isn't so bad after all.

March 2019  In this issue...

  • More Dangers of Suitability: When brokers line their pockets at the expense of their customers, fiduciary advisors often have to clean up the mess they left behind.
  • The Profession: Winners and losers at the recent T3 advisor conference— and some of the trends that the software world is driving in the profession.
  • Practice Management:  to use the data that you already have in your system to drive growth and profitability.
  • Parting Thoughts: Here's a difficult conversation that I hope never happens.

February 2019  In this issue…

  • Succession Template: Start ten years before your succession begins, by building a strong staff and providing training in leadership. Create an open, collaborative process where the candidates are given feedback on their qualifications. Separate management from ownership, as a way to simplify the process.
  • The Profession: Takeaways from the PFP Summit, featuring Tracy Beckes, Angie Herbers, Ed Jacobson and two experts on office design.
  • Client Services: An AI-driven bookkeeper can help you provide cash flow management to your complicated clients.
  • Parting Thoughts: The next lobbying frontier for a fiduciary standard appears to be at the state level.

January 2019  In this issue…

  • Objective Compensation: Here’s a rare guide to how you can transform subjective performance bonuses into incentives to achieve specific, measurable metrics.
  • Client Service: Read this before you give clients advice on their student loans.
  • Practice Management: How to get instant workflows into your CRM system.
  • The Profession: Is it really such a great idea to have instant ACATS transfers?
  • Parting Thoughts: Next year's debate about the SEC's Reg BI proposal is going to be good for the profession.