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Community: Polls

  • October 15, 2013
    Will Poor Consumer Confidence Keep New Clients Away?

    The government shutdown is depressing consumers, according to the latest reports, and that’s a bad omen for retailers in the crucial holiday season. Do you think faltering economic confidence will affect your business this quarter and into 2014?

    No Comments
  • October 8, 2013
    Should Poorer Clients Get Different Services?

    The advice industry increasingly segregates mass-affluent clients from HNW and UHNW individuals, in some cases creating a separate platform for the less wealthy. Is that as it should be?

    No Comments
  • October 1, 2013
    What Are You Telling Clients About the Government Shutdown?

    The standoff between President Obama and House Republicans over health care reform came close to shutting Washington down. What does it mean for clients?

    No Comments
  • September 24, 2013
    Is “Loss-Leader Pricing” a Smart Strategy?

    According to a new PriceMetrix survey, 21% of advisors offer clients a discount on fee-based services, recouping the lost revenue with transactional business — and 21% do the exact opposite. Can that work?

    No Comments
  • September 17, 2013
    Have Stock Investors Lost Touch With Reality?

    Washington suffers a mass shooting, the White House and Congress play chicken over the debt ceiling — and the S&P 500 breaks 1,700. What’s behind the optimism?

    No Comments
  • September 10, 2013
    Is Asset Management Totally Commoditized?

    With more than 7,000 mutual funds and hundreds of ETFs, asset managers have to work hard to differentiate themselves. Are they all alike?

    No Comments
  • August 27, 2013
    How Vigorously Are You Managing Your Digital Brand?

    Some say social networking is the biggest thing in marketing since the press release. How does your e-branding stack up?

    No Comments
  • August 20, 2013
    What’s the Best Way to Conduct a Cold Call?

    For many in the advice industry, prospecting by phone is still de rigueur. Are some approaches more effective than others?

    No Comments
  • August 13, 2013
    Does the Advice Business Set the Bar Too Low?

    All it takes to call yourself a financial advisor is a Series 7 or Series 65. Is the profession’s barrier to entry too low?

    No Comments
  • August 6, 2013
    Are Wealthier Clients More “Difficult”?

    Rich people are often accused of having an outsize sense of entitlement. In your practice, do clients’ demands rise in proportion to their net worth?

    No Comments
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