Practice Management

Sponsored By: Janus

• Paint Me a Picture

  Most clients respond better to graphs than to numbers. SmartDraw lets you design attractive illustrations in a snap. Joel Bruckenstein reviews this software solution for creating charts and graphs.

• The Reality of Being Done

  How do you know when you're done growing your practice?

• Out of the Penalty Box

  Retirees in their forties and fifties can rely on tax code section 72(t) to tap into their IRAs penalty-free.

• To Each His Own

  Coaching can serve many purposes, depending on your goals, so make the process uniquely your own.

• Need for Education

  A preview of the 2008 Rydex AdvisorBenchmarking Study on the financial advisory business.

• Calculating Markups

  There is no specific rule to determine what constitutes a 'reasonable' miscellaneous expense or ticket charge.

• Building Rapid Rapport

  Uncovering the hidden path to developing deep trust and confidence with prospects and clients.

• Advisors Slightly More Optimistic About Economy in April

  Consumer confidence hits five-year low.

• An Effective and Low-Cost Sales Tool for Advisors

  How can a low-tech office supply help advisors acquire more clients? What can provide a convenient and simple way to personalize your meetings and give clients a WOW experience? Judge for yourself, with our expert's six-step process for closing more business with...flip charts.

• Pershing Launches UMA

  New account will use resources from Lockwood Advisors and Standard and Poor's Investment Advisory Services.

• The Power of CRM

  The key to any successful advisor business is the client relationships. But how do you balance the growth of your practice without sacrificing the service you provide to clients? A robust client relationship management system can help.

• Most Americans Don't Plan to Spend Tax Refund, Study Says

  Men want tax dollars to go toward national security; women want money to go toward healthcare.

• The 7 Habits of Highly Ineffective Salespeople

  There are 10 common disempowering beliefs that stifle professionals in their efforts to grow their business – or "bogus beliefs." Pay close attention: Having even one of these bogus beliefs is a mental roadblock to attracting and achieving what you want.

• Your Online Brand

  If you can't find yourself after a "vanity google" then you need to get a better handle on Web marketing

• 8 Questions to Ask When Creating a Vision Statement

  Your vision statement is the road map for your business journey. To create one for your practice, consider these eight questions.

• The Ultimate Client Review

  How to deepen your relationship with clients and make every meeting more productive.

• Meeting the Needs of Rich Retirees

  Tax-sheltered investment options and life insurance with private placement policies give the wealthiest investors the control they crave.

• Schwab Institutional Expands Its TAMP to Include Three New Companies

  Advisors working with Schwab will have access to Morningstar Investment Services' mutual fund, stock and ETF portfolios.

• Polls Sees Later Retirements

  Unexpected health costs and inflation are top concerns for preretirees and retirees, according to a survey of workers ages 55 to 74.

• Most Americans Clueless About How Much They Need to Retire

  Many don't know how to think about retirement savings, ING survey says