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Registered Rep. August 4, 2010 Anne Field	Listen To Your Clients You need to make sure you have your finger on your clients' pulse and an up-to-the-minute understanding of what they like -- and dislike -- about what you do. It's particularly important in the current climate of disillusionment, when clients are switching advisors right and left.
Financial Planning September 1, 2011 Temma Ehrenfeld	Person of Interest: Asking Clients for Feedback Few planners ask their customers to evaluate them. Julie Littlechild is on a mission to change that.
Financial Planning December 1, 2010 Stephanie Bogan	Talking Back There is a strong argument that the very process of asking for feedback can help to build strong client relationships.
Financial Advisor July 2006 Littlechild & Pomering	Unlocking Client Value The first question financial advisors should ask is not "how" to survey clients but "why" you should do it in the first place. In addition to allowing you to stay on top of changing client needs, interests and expectations, the reasons abound.
Registered Rep. July 1, 2005 Anne Field	A Coach's-Eye View For a financial advisor, hiring a coach is not an easy decision. It means opening up to an outsider and questioning basic assumptions. And coaching does not come cheap.
Financial Planning January 1, 2010 Donna Mitchell	Articulate Your Value A majority of financial advisory clients have been very satisfied with the performance of their providers since the onset of the financial crisis and market meltdown, but almost 10% of clients are neutral or dissatisfied.
Financial Advisor December 2006 Pomering & Littlechild	Using Client Feedback To Unlock Client Value How can you use client feedback to unlock client value in your financial advisory business?
On Wall Street February 1, 2010 Matthew Leung	Improving Asset Retention- Keeping Open Dialogue Is Key The top piece of advice from branch managers: Know where all of the client's assets are located.
Investment Advisor March 1, 2011 Angie Herbers	A Star is Made When advisors hire "stars," they expect them to "hit the ground running," but the best employees aren't hired; they are created in-house.
Investment Advisor June 2006 Tibergien & Littlechild	Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them.
Registered Rep. October 17, 2011 Timothy D. Welsh	Practice Tips for Great Client Relationships Advice on acquiring new clients in an efficient, cost-effective way.
Registered Rep. May 1, 2006 Anne Field	Staying On Top of It While the market is reaching levels not seen in years, financial advisors have much to be wary about given the steady drumbeat of corporate scandals and complaints.
Financial Advisor May 2006 David J. Drucker	Think Again In a business whose members clamor for any tidbit of practice management guidance that might help them be more efficient and more effective, it's amazing the client survey hasn't become a prime management tool for financial advisors.
Financial Advisor August 2007 Andrew Gluck	Help Wanted So many vendors are trying to serve independent advisors these days that it's impossible to keep up with them all. Here are two that serve specific needs: AdvisorImpact... SunBridge Inc...
Registered Rep. October 10, 2011 Susan Konig	How to Guide Your FAs through Turbulent Times Branch managers must guide and motivate financial advisors to keep a positive attitude.
Registered Rep. February 10, 2015 Lauren Barack	Turning Data Into Gold Tracking the data wake investors leave behind is changing the way financial advisors deliver services to clients.
Registered Rep. May 12, 2011 Matt Oechsli	7 Key Attributes of Top Assistants The increasing importance that the advisor-assistant relationship plays in the loyalty of today's affluent client prompted the Oechsli Institute to conduct a study on advisors and assistants. Here are the findings.
On Wall Street April 1, 2013 Lorie Konish	Five Questions with Matt Matrisian The director of practice management at Genworth Financial offers advisors tips on avoiding common blind spots.
Registered Rep. November 14, 2011 Diana Britton	Raymond James Hopes New Training Program Will Appeal to Women Bob Patrick, director of education and development for Raymond James, said the industry has become more relationship- and planning-oriented, rather than product-oriented, and this model fits well with how women work.
Financial Advisor September 2006 Pomering & Littlechild	Unlocking Client Value While many financial advisors have refined the strategic planning process in their businesses, there is one piece of the puzzle that is missing -- a strategic feedback loop.
Financial Planning May 1, 2013 Bob Veres	Best Way to Wow a Client You know you re supposed to provide great client service. Is anybody telling you how to do it?
On Wall Street December 1, 2011 Carri Degenhardt-Burke	Does Your Firm Have Your Back? From managers to million dollar producers, we scoured Wall Street to Main Street to be told repeatedly that constant communication and perspective can help see your clients through the difficult times and into the good.
Financial Advisor December 2006 Tracey Longo	Women's Work To get constant feedback from women producers on what they need and want to work smarter, Raymond James formed a 12-member Women's Advisory Council that assists the firm in building out its programs and resources for women.
Financial Planning June 1, 2008 Julie Littlechild	Is Loyalty Enough? When it comes to client relationships, though, client loyalty should not be the primary objective.
Financial Advisor May 2008	Frontline News Clients Ticked Off At Their Advisors... Surprising Conclusions About Client Loyalty... The Keys To A More Profitable 401(k) Practice... etc.
Registered Rep. October 1, 2005 Anne Field	Advisors Who Crave Advice Many financial advisors are putting together tailor-made groups of trusted counselors, people able to provide everything from management basics to industry insights. Here are a few approaches to consider when forming your own.
Financial Planning June 1, 2010 Gabriel Garcia	Divide and Conquer As the needs of clients expand and profitability contracts, advisors can use segmentation to improve their service strategy.
Financial Advisor October 2010 Bruce W. Fraser	A Better Scorecard Advisors are not just using surveys to ask about client satisfaction anymore.
Registered Rep. December 9, 2010 Diana Britton	Clients Aren't Pulling Trigger On Referrals, Survey Says While most clients say they are ready and willing to provide a referral for their financial advisors, many of them are not actually following through on it.
Registered Rep. March 31, 2015 Megan Leonhardt	The Increasingly Happy Broker Generally speaking, the smaller the firm, the happier the broker, according to our fifth Independent Broker/Dealer Report Card survey.
Registered Rep. May 27, 2011 Anne Field	Take a Vacation Without Losing Clients -- Or Your Head As we well know, all work and no play makes Jack a dull guy. But it can also make him a bad advisor.
Investment Advisor November 2009 Angela Herbers	Marketing Is Everyone's Job Following are ideas for advisors to incorporate into their strategic marketing initiatives.
On Wall Street March 19, 2013 Bill Willis	Recruiter's Tour of Raymond James Morgan Keegan employees were required to make a home office visit after their firm was acquired by Raymond James.
Entrepreneur August 2008 Romanus Wolter	Let's Get Critical Constructive feedback can be a big boost for your business.
Financial Planning September 1, 2006 Stephanie Bogan	The Boss Can't Let Go Why your senior advisor is dragging his feet about turning over the reins of the financial advisory firm -- and what you can do about it.
Financial Planning June 1, 2007 Kathy Gevlin	Advisor Pulse The happiest financial advisors really do put their clients first, asserts the first study of advisor satisfaction.
Investment Advisor June 2008 Dan Allison	Just Ask Them Consider using focus groups to sharpen your marketing efforts -- you might also gain some clients in the process.
Financial Planning February 1, 2008 John J. Bowen Jr.	The Wow Factor Never underestimate the role that client service plays in your advisory business.
Investment Advisor October 2007 Angela Herbers	Beyond E-Myth When starting an advisory practice, go beyond Michael Gerber's business plan from his book E-Myth. Think of the new practice as a pyramid, and work your way up from the base, to the top.
Investment Advisor March 2010 Ray Sclafani	The High Performance Coach: Building, and Restoring, Trust A coaching session on how the best advisors build trust with new -- and existing -- clients.
Financial Advisor August 2005 Tracey Longo	Independents Believe Bigger Is Better--And Cheaper Faced with higher costs, broker-dealers are targeting larger advisors.
Registered Rep. July 5, 2012 Anne Field	Central Casting for Prospects Clients tend to fall into classic types. Here's how to identify and woo a few common ones.
Registered Rep. March 1, 2006 Anne Field	Prodigious Heirs How can you make the most of inherited clients? Try the "drip" method. It's about persistently paying attention to all the details, like checking to see if all the account information is up to date and accurate.
CRM August 19, 2010 Justin Schuster	5 Essential Steps to Mastering Customer Intelligence Build loyalty, gain a competitive edge, and improve your bottom line.
Financial Advisor April 2007 William Glasgall	Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.
CRM January 2011 Lauren McKay	Collecting Feedback Makes Cents A financial services firm invigorates its VOC program to better understand its business -- and its customers
CRM August 2013 Donna Fluss	The Black Hole of Customer Surveys Don't ask for feedback if you're not going to act on it.
Inc. July 2007 David H. Freedman	What's Next: Ask, and You Shall Be Misled Customer feedback should be read, analyzed, and taken with a grain of salt.
Financial Planning January 5, 2008 John J. Bowen Jr.	Better Than Average Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community.
On Wall Street June 1, 2013 Pat Olsen	Life Stories: Raymond James Tash Elwyn Discusses His Life Tash Elwyn, president of the Private Client Group at Raymond James & Associates discusses his 19 years in the securities business.