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Financial Advisor
July 2008
Rebecca Pomering |
When Is The Price Right? To answer the question -- how much, or equally important, in what way should an advisor be charging -- one has to understand a number of things about an advisor's practice.   |
Financial Planning
December 1, 2005
Beck & Tibergien |
Is Your Price Right? A groundbreaking new study shows why it may be time for financial advisers to raise their fees. |
Financial Planning
October 1, 2006
Stephanie Bogan |
Is Your Caboose Too Big? If your financial planning business is growing but you seem to be struggling with the same old problems, you need to revamp your client model. |
Financial Planning
March 1, 2011
Stephanie Bogan |
Growth: Realizing Your Potential To build your advisory practice into what you dream it will be, you need to see it clearly and then think like a businessperson, streamline operations and market yourself. |
Financial Planning
April 1, 2005
Abigail La Croix |
5 Questions A life insurance executive explains why no-load life insurance products matter. |
Financial Planning
April 1, 2007
Kathy Gevlin |
How Are You Doing? If you were to take a step back right now and ask yourself how well your financial advisory practice was meeting your objectives, what would your answer be? What are the successful ones doing right? Consider the following questions. |
CRM
October 18, 2004
Joshua Weinberger |
Hot Seat: Should CRM Focus on Maximizing Top Customers or Boosting the Profitability of Others? Some loyal customers may be only marginally valuable today, but enormously valuable tomorrow. |
Bank Technology News
July 2001
Joseph McKendrick |
Your Best Customers May Be Different Tomorrow Financial technology helps institutions predict which of their clients are worth fighting for... |
HBS Working Knowledge
August 8, 2005
Robert S. Kaplan |
A Balanced Scorecard Approach To Measure Customer Profitability Some companies become customer-obsessed rather than customer-focused and lose potential profits. |
HBS Working Knowledge
April 3, 2006
Jonathan Byrnes |
Making the CFO Chief Profitability Officer Profitability management opens a new realm of opportunity for the creative CFO. Using it, a CFO can generate revenues, profits, and cash surprisingly quickly, and at very little cost. But it requires that the CFO move beyond his or her traditional domain. |
CRM
January 2005
Jason Compton |
Profits One Customer at a Time CRM strategists often speak of improving company performance by boosting revenue on a per-customer basis. CRM magazine cuts through the hype to examine what individual customer profitability can--and cannot--do for your business. |
Financial Planning
June 1, 2006
Stephanie Bogan |
Learning Ownerthink Are you a great business owner or a great financial adviser? Your role is key to achieving your full potential and growing your business. |
HBS Working Knowledge
October 6, 2003
Jonathan Byrnes |
Managing Profitability: One Year Later The most important issue facing managers in this difficult economy is making more money from the existing business without costly new initiatives. The author revisits this assertion from a year ago. |
Financial Planning
June 1, 2006
John J. Bowen |
The 30-Day Plan Here are three steps you can take right now to jumpstart your financial advisory business. |
BusinessWeek
September 11, 2006
Lauren Young |
Taking Stock Of Your Adviser Many investors don't know how to evaluate the person in charge of their portfolios. These seven questions should help. |
Financial Planning
November 1, 2008
Michael A. Bell |
Time Is Money When asked what their greatest challenge is, virtually all advisors say it's not product complexity -- or even the regulatory landscape -- that causes the most stress. It's lack of time. |
Financial Planning
August 1, 2006
Joel Bruckenstein |
An Explosion of Enhancements Financial advisers have lacked adequate tools to help clients get the story on retirement distribution planning. But now, a number of software providers have developed enhancements for existing programs that are targeted squarely at this burgeoning market. |
Bank Systems & Technology
May 6, 2004
Peggy Bresnick Kendler |
Wealth Management Affluent investors typically overlook banks as a source for personal financial advice. |
CRM
January 2013
Woody Driggs |
Add Customer Satisfaction Through Analytics Companies need to improve customer value to boost profitable growth, gain insights into customers' profitability and lifetime value, and monitor customer behavior across multiple channels and social media |
Financial Planning
August 1, 2005
Bert Whitehead |
AUM Under Fire The financial adviser's quandary: how to construct an ethical fee arrangement. Until recently, charging clients a percentage of assets under management (AUM) was considered a legitimate fee-only option. But today this approach is having its moment of scrutiny. |
On Wall Street
October 1, 2008
Ray Sclafani |
So Many Client Segments, So Little Time A strategic approach to client segmentation improves customer satisfaction and your bottom line. |
Financial Planning
November 1, 2005
Kathy Gevlin |
Adviser Pulse If you're a successful financial adviser considering a job change, your time has come: Explosive growth in the industry has triggered unprecedented demand for advisory professionals, and limited supply is pushing compensation for top advisers to ever higher levels. |
Insurance & Technology
May 22, 2009
Steve Discher |
Not All Customers Are Equal: The Case for Differentiated Service Insurers can maximize their customer service technology investments by identifying what is valuable to different tiers of customers and matching capabilities to customer profitability. |
Financial Planning
May 1, 2006
Stephanie Bogan |
The Career Ladder Financial advisers will reap significant benefits from planning early and decisively for how to hire and promote new staff members. |
Bank Systems & Technology
August 5, 2004
Ivan Schneider |
Security National Brings Families Closer Customer profitability software allows a bank to gain strategic clarity about the drivers of its overall profitability, but it's difficult to pin down an exact return on investment. |
Financial Planning
September 1, 2005
Bryce Sanders |
The Disgruntled Client How financial planners can know if they're about to lose a valued client relationship -- and what to do about it. |
Financial Planning
October 1, 2010
J. Scott Slater |
On Beyond AUM More advisors should look to drive additional revenue from charging separate fees for value-added services. |
CIO
October 1, 2005
Alice Dragoon |
How to Do Customer Segmentation Right Here's how RBC Royal Bank has grown its market share by courting specific customer segments, such as retired snowbirds and future doctors. |
Financial Planning
May 1, 2006
Barr & May |
Service, Please! Aging baby boomers have new wealth -- and new advice needs. Is your financial planning business model flexible enough to keep you in the game? |
HBS Working Knowledge
August 16, 2010
Sarah Jane Gilbert |
HBS Introduces Marketing Analysis Tools for Managers The tools can help managers inform decisions on market analysis, breakeven analysis, customer lifetime value, profit and pricing, and analyzing the competitive environment. |
CRM
April 14, 2003
Tom Richebacher |
The Art of Customer Profitability Analysis How to remove the roadblocks to learning the true value of your customers. |
HBS Working Knowledge
July 14, 2003
Selden & Colvin |
M&A: The Value of a Customer The M&A valuation process often gives short shrift to the caliber of customers held by the target company. Here are analysis tools for assessing customer value. |
Financial Planning
July 1, 2006
Bob Veres |
Changing Charges Now that the commissions vs. fees debate is fading from the financial planning profession, a new compensation discussion is on the table. |
Bank Technology News
February 2002
Karen Epper Hoffman |
Planning for New Opportunities With a healthy boost from software and online delivery, financial planning services quickly may become the most hotly contested battleground for banks, brokerages and other companies to vie for consumers... |
HBS Working Knowledge
February 7, 2005
Jonathan Byrnes |
Precision Retailing Can you apply profitability management to a retailer? |
HBS Working Knowledge
February 2, 2004
Jonathan Byrnes |
Action-Training for Effective Change Profitability management is all about greatly improving a company's performance without the need for capital expenditures. But this requires effective change management and ironically, for many managers, it may seem easier to spend money than to change their managers' behavior. |
Financial Planning
June 1, 2006
David A. Macchia |
Watching Over You It's time for broker-dealers to supervise all sales of fixed insurance products by their reps. |
Bank Systems & Technology
April 1, 2005
Keith Knudsen |
One Question For: Keith Knudsen, EVP, Security National Bank How is Security National Bank leveraging technology to improve customer relationships and boost profitability? |
The Motley Fool
April 13, 2004
Dan Otter |
Annuities in a 403(b) or 457(b)? Before you invest in an annuity, make sure there aren't better options available. It won't take long to find them. |
Financial Planning
March 1, 2005
Katherine Vessenes |
Million-Dollar Method Ready for the big time? This quiz will show how you match up with your financial advisory peers. |
CRM
January 21, 2005
Robert Kugel |
Seven Mistakes in Managing Customer Profitability Taking the right approach can lead to a sustainable competitive advantage. |
Financial Planning
December 1, 2005
Joel P. Bruckenstein |
The Software You Need Now Trends sweeping the financial planning industry are driving new technology solutions in the year ahead. NaviPlan... Financial Profiles... Morningstar... Engagement Systems... BridgePortfolio... |
Financial Planning
March 1, 2005
Kristen French |
To B or Not to B Once-popular B shares have seen their sales dwindle since 2001--and may soon be extinct completely. |
Commercial Investment Real Estate
Jul/Aug 2008
John L. McKeel |
Wealth Management Learn strategies for advising high net worth investors. |
Financial Advisor
April 2007
David Lawrence |
RIM Shot Service pricing is not the sole issue for today's financial advisors to deal with. There are several issues unique to Retirement Income Management practices that require attention. |
Financial Planning
July 1, 2005
Kathy Gevlin |
Adviser Pulse Although the market is driving the investment industry toward a more holistic wealth-management approach, the transition itself needs to be carefully managed. |
Wall Street & Technology
January 5, 2004
Jim Middlemiss |
Bringing Risk Into the Mix Legg Mason is among a handful of firms revamping their wealth-management platforms to include risk management. |
Financial Planning
February 1, 2006
Len Reinhart |
A New Model An interview with Don Robinson, Lockwood's chief investment officer, about the general parameters of transforming retirees' portfolios into lifetime investment plans. |
The Motley Fool
December 22, 2006
Matthew Crews |
Solectron's Losing Battle A turnaround seems less likely for the electronics manufacturer. Investors, take note. |
The Motley Fool
November 16, 2010
Ron Gross |
One Metric That Can Make All the Difference How operating leverage moves a business. |
