Management, In Practice

Firms need to manage millennial employees successfully to leverage their intrinsic talents for the betterment of the organization. Here are a few key ideas to keep in mind.

The goal of your website is to gather contact information so that you can reach out to prospects. You can do this using a three-step process.

Gathering traction on social media can be difficult, especially on Facebook. But James Maendel of Maendel Wealth has found a strategy that works with a little time and a lot of focus. Check out his strategies for success.

When you think about apps that help you as a financial professional, your first thought may be about tools like stock market apps. These are useful, but not life-changing. Blogger Craig Faulkner offers three apps that will help every advisor build a stronger practice.

Google Analytics is a fantastic free tool you can use to better understand your website and be more effective in your online marketing efforts. If your website strategy consists of “set it and forget it,” you are missing out on valuable opportunities to gain insight into your online impact.

Clients are inclined to love their advisors even if they hate the industry. That’s customer loyalty, for sure, but public sentiment has changed before.

Our stories from 10 years ago look similar to our articles today. I know that we're not just rerunning old copy, so why is that?

The cultural gap between banking and brokerage is something you need to try to overcome. Don’t wait for the branch manager to do it.

The business world is getting more global. Does that mean you should be following suit with your practice? Based on conversations I’ve had with some bank advisors over the months, and especially in the past few weeks, most would probably rebuff that idea. But I’m not so sure.

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