Planning and Advice

Developing new managers: Advisor Audio

Listen and learn. At Advisor Group’s 2011 Distributors' Summit, Jeff Hughes, GAMA International, Falls Church, Virginia, discussed independent and hybrid independent organizations that rely on industry resources to enhance their own development efforts.

By Staff |September 12, 2011

1 min read

How to fire clients

The key to successful segmentation is a thoughtful analysis of your business, smart selection of clients, and a viable service platform to ensure clients who aren’t on your A-list don’t fall through the cracks. It used to be only a few firms had advisor report cards that outlined a book’s profit and client details.

By Keith Pangertitsch |September 9, 2011

5 min read

Pursuing HNW clients

Many claim the only market you should be servicing is the lucrative high-net-worth market. Why? According to Ipsos Reid’s 2009 report on affluent Canadians.

By Tyrone Matheson |September 9, 2011

4 min read

Own your clients’ debt

75% of our best clients have debt and it doesn’t have to be this way but our clients need us to change.

|September 8, 2011

6 min read