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    Build Better Relationships with Custodians, B-Ds and Tech Vendors

    Any adviser will tell you that client relationships are at the heart of our industry. We spend the bulk of our time and energy staying in touch with clients and fostering a healthy dialogue so we can help manage their evolving financial needs.

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    Topics: broker dealer, broker dealers, custodian, relationships, practice management

    Advisory Firm Tips for Managing a Location Move: Client Communications

    This is part 2 in a series; see part 1: Team Tasks for more tips.  

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    Topics: client communication, company culture, financial advisors, How-To, practice management

    Advisory Firm Tips for Managing a Location Move: Team Tasks

    This article was published by our friends and clients at Private Ocean. 

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    Topics: blog, guide, How-To, location move, practice management

    Client Meetings - No Longer the Hub of Delivering Information

    There are many benefits to an in-person client meeting such as the ways we can tell if a client understands our presentation. Client feedback and comments determine if we are on the right track. We can see a nod in agreement, a tilt of the head indicating confusion, or a blank ...

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    Topics: Business Growth, Client Services, clients, practice management, technology

    The 3 Biggest CRM Mistakes Advisors Make

    As a Junxure consultant, I have the opportunity to work with many advisory firms, helping them to optimize their CRM technology and improve their business. Over the last 10 years I've found that no matter the size, small and large firms alike often make the same mistakes with ...

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    Topics: Business Growth, Technology, practice management, technology

    What do you want to ask Jason Bishara?

    Improving your Practice - Creating a Solid Marketing Plan for Your Firm From the get go, Jason Bishara has been an inspirational business leader. With demonstrated history of developing new business opportunities from initial concept to actual market launch with revenue ...

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    Topics: Jason Bishara, practice management, Round table, Round table discussion