4 Steps to Build Your Firm’s Future

A MONTHLY UPDATE ON TRENDS & TACTICS FOR BUILDING YOUR BUSINESS PRACTICE MANAGEMENT Online/Mobile Version|Home| Ce Quiz| BD Data|Guides/Supplements|Subscribe|Add to Safe Senders List August 27, 2013 FOLLOW US: 4 Steps to Build Your Firm’s Future Some advisors are great at strategic planning for others, but never plot out an ideal future for themselves. Are Your Clients Costing You? Many advisors have been surprised, almost shocked, to learn how unprofitable the bottom 50%, 60% or even 70% of their client base actually is. When Advisors Need to Take Their Own Advice Few things are more frustrating than encountering advisors who consistently provide sound counsel to their clients -- but forget to practice what they preach for their own business and personal plans. Here are the areas advisors most commonly need to start heeding their own advice. Turn On Your Favorite Channel Rethinking Retirement  For breaking news, targeted insights and expert coverage of retirement, visit Financial Planning's Rethinking Retirement Channel now - and everyday! How to Retain Your Top 20 Clients Are you paying enough attention to your top 20 clients? Here are some tips to help you retain your best clients. 9 Smart Time Management Tips for Advisors When are you most efficient in the day? Figure it out -- and then organize your daily time management strategy with your own circadian rhythms in mind. What’s Your Technology Backup Plan? Advisors are adopting new technologies to streamline processes and impress clients. But it's smart to have a backup plan in case the technology fails you, says solo advisor Dave Grant. Manage Your Prospect Pipeline After just a few months of running his solo practice, advisor Dave Grant has run into a good problem: how to manage a growing list of prospective clients. Research Roundup: Equities Relatively Flat as Crosscurrents Remain The Fed dominated headlines — markets appear obsessed with policy normalization and succession issues.- Bob Doll, Nuveen Asset Management Contact Us Samantha Allen samantha.allen@sourcemedia.com Senior Digital Editor Phone: 212.803.8752 Mike Schott michael.schott@sourcemedia.com Group Publisher Phone: 212.803.8567 Sign Up For Our Practice Management Newsletter: Searching for ideas, advice and insights to help you build a better business? This monthly newsletter highlights our coaching sessions and practice management articles on such topics as prospecting, referrals, marketing, and client retention and management. Videos Who Are the Next Generation Planners? Gay Marriage Ruling: 'How It Helped My Practice' What Gen Y Advisors Want Most Common Financial Mistakes - and How Advisors Should Cope Slide Shows Advisor Picks: 20 Must-Read Books Smart Ideas for Working With Female Clients 5 Things the Rich Need Now 2013 Pro Bono Awards: Who Won? Top Retirement Destinations Overseas 4 Steps to Build Your Firm’s Future © 2013 SourceMedia. All rights reserved. You are currently subscribed to Practice Management as: buzzhairs.finance@blogger.com. Send this Newsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809