The Ten Best Practice Management Articles You Probably Missed
Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read practice management articles for the past year here. Below are another 10 that you might have missed, but I believe merit reading:
by Sara Grillo, 7/7/20
Here are the red flags that your client is sneaking and creeping around with another advisor.
by Bob Veres, 4/27/20
Bear markets beget portfolio losses, unhappy clients and, sadly, lawsuits against advisors. If you relied on any of the popular risk tolerance products to construct that portfolio, here’s how you are likely to fare under the careful scrutiny of an arbitrator.
by Sara Grillo, 10/7/20
Here’s my take on the six worst pandemic clichés that advisors keep using, which are ruining their credibility.
by Sara Grillo, 4/30/20
When you hear, “Let’s talk after things settle down,” it is a stall. Here’s how to respond.
by Carolyn McClanahan, 7/30/20
At a time when health insurance coverage is of vital importance, what are the options for your newly unemployed clients? The answer to that question depends on a new regulatory change involving COBRA coverage.
by Sara Grillo, 5/11/20
Ever wonder if you’re offending others on your Zoom calls?
by Bob Hanson, 1/2/20
Correct these five common advisor marketing mistakes in 2020. Make it your best year ever and stay true to those resolutions.
by Bob Veres, 2/17/20
We’ve all gritted our teeth whenever one of the trade magazines comes out with a list of the “top” wealth management firms, ranked from “top” to “bottom” based on the absolute least meaningful way to measure the quality of an advisory business: their AUM. The goal of such lists should be to identify those firms that are best at serving their clients and are managed in a healthy and sustainable way. Here’s a way to rank firms that achieves that goal.
by Samantha Russell, 6/19/20
I’m sharing and analyzing five examples of great visual content from financial advisors.
by Sara Grillo, 6/29/20
With more advisors turning to social media during the pandemic, your LinkedIn profile picture has to be killer. I’m going to start with some smile basics, and then I’ll describe specific types of smiles and how to pull it off.