Financial Advisor...
Follow
Find
24 views | +0 today
Financial Advisor's Guide to Growing a Practice
This site is intended to curate items that will help in the growth of an advisor's practice. Some are trend related and some are tool related.
Curated by Jeff Anderson
Your new post is loading...
Your new post is loading...
Scooped by Jeff Anderson
Scoop.it!

Top 10 Websites for Advisors and How to Use Them |

Top 10 Websites for Advisors and How to Use Them | | Financial Advisor's Guide to Growing a Practice | Scoop.it
Advisors are always looking to stay current on trends and ideas that can help improve business and create deeper value for their clients. The Internet is
more...
No comment yet.
Scooped by Jeff Anderson
Scoop.it!

How Your Brain Perceives Time (and How to Use It to Your Advantage)

How Your Brain Perceives Time (and How to Use It to Your Advantage) | Financial Advisor's Guide to Growing a Practice | Scoop.it
We might not be able to create more time when we need it most—like when a deadline is approaching—but we can use the understanding of how we perceive time to our advantage.
Jeff Anderson's insight:

Are there ever enough hours in a day?

more...
No comment yet.
Rescooped by Jeff Anderson from The 401k Study Group ®
Scoop.it!

An IPS For Everyone | A New Podcast

An IPS For Everyone | A New Podcast | Financial Advisor's Guide to Growing a Practice | Scoop.it
Listen in as Linda Lubitz Boone, Owner and Founder of IPS Advisor Pro discusses the need for Investment Policy Statements for Individual Clients as well as Qualified Plans.

Via Chuck Hammond, PPC, CMFC
more...
No comment yet.
Scooped by Jeff Anderson
Scoop.it!

Top Ten Benefits Of Financial Advisors, Besides Investment Returns - Kitces | Nerd's Eye View

Top Ten Benefits Of Financial Advisors, Besides Investment Returns - Kitces | Nerd's Eye View | Financial Advisor's Guide to Growing a Practice | Scoop.it
Financial advice revolves around money, and the affluent individuals that most financial planners work with have a good-sized chunk of it, which means the conversations often turn quickly to investments, and how to manage them effectively.
Jeff Anderson's insight:

The ways you add value!  Can you differentiate or articulate how your process in each of these areas?

more...
No comment yet.
Scooped by Jeff Anderson
Scoop.it!

1 in 3 U.S Millionaires Foreign-Born or First-Gen Americans

1 in 3 U.S Millionaires Foreign-Born or First-Gen Americans | Financial Advisor's Guide to Growing a Practice | Scoop.it
Advisors might want to consider brushing up on their foreign language skills if they want to pursue the highly prized millionaire market.
more...
No comment yet.
Scooped by Jeff Anderson
Scoop.it!

Presentation design blog Idea Transplant: Overcoming pitch fatigue

Presentation design blog Idea Transplant: Overcoming pitch fatigue | Financial Advisor's Guide to Growing a Practice | Scoop.it
Jeff Anderson's insight:

Get in the game!

more...
No comment yet.
Scooped by Jeff Anderson
Scoop.it!

Vanguard Study Boosts Target-Date Funds, Plugs Financial Advisors

Vanguard Study Boosts Target-Date Funds, Plugs Financial Advisors | Financial Advisor's Guide to Growing a Practice | Scoop.it
A recently released Vanguard study goes some distance to rehabilitate the image of target-date funds, which are often seen as lacking in sophistication.
Jeff Anderson's insight:

Here's proof, but is there more we can be doing?

more...
No comment yet.