Financial advisors and planners need to have the necessary knowledge, ability and behavior to perform their job duties and associated tasks both competently and ethically. ETFdb’s Practice Management content will enable financial advisors and planners to effectively manage and grow their businesses. Our content will broadly focus on a range of practice management issues and metrics, identify potential gaps in advisory businesses, and isolate trends that may impact how advisors do business in the future.
Practice Management – Quick Tips!
2019-08-21By Jonathan Bernstein, Stringer Asset Management
3 Must-Read Pieces for Practice Management: May 7 Edition
2019-05-07Every week, we bring you the best and most succinct curation of must-read articles to help you...
Understanding the Habits of the Wealthy
2019-04-22Seeking to understand the habits of your current wealthy clients or looking for new wealthy...
3 Must-Read Pieces for Practice Management: April 16th Edition
2019-04-16Every week, we bring you the best and most succinct curation of must-read articles to help you...
The Search for Answers and Calming Client Fears
2019-04-01Have you ever wondered what financial topics your clients and prospects are Googling?
Investors...
3 Must-Read Pieces for Practice Management: March 18th Edition
2019-03-18Every week, we bring you the best and most succinct curation of must-read articles to help you...
Practice Makes Perfect: The Importance of Preparation for Client and Prospect Meetings
2019-03-05It’s true. Practice makes perfect.
This isn’t just an old adage that might still ring in your...
3 Must-Read Pieces for Practice Management: February 18th Edition
2019-02-18Every week, we bring you the best and most succinct curation of must-read articles to help you...
3 Must-Read Pieces for Practice Management: February 4th Edition
2019-02-04Every week, we bring you the best and most succinct curation of must-read articles to help you...
Effectively Hosting Women's Events
2019-01-21Hosting women’s events is an extremely powerful way to connect with female clients and prospects....
3 Must-Read Pieces for Practice Management: January 14th Edition
2019-01-14Every week, we bring you the best and most succinct curation of must-read articles to help you...
Succeeding With Your Couple Clients
2019-01-07Do you have strong relationships with both spouses in your couple client relationships?
If your...
3 Must-Read Pieces for Practice Management: December 10th Edition
2018-12-10Every week, we bring you the best and most succinct curation of must-read articles to help you...
Overcoming the Hurdle of Client and Prospect Objections
2018-11-26You have encountered it time and time again. Clients and prospects who pushback.
This tale is as...
3 Must-Read Pieces for Practice Management: November 12th Edition
2018-11-12Every week, we bring you the best and most succinct curation of must-read articles to help you...
Connecting with the HENRYs
2018-10-29The HENRYs. Just who are they anyway and why are they so significant to your business?
Coined the...
Working With Women Business Owners
2018-10-22More than 11.6 million businesses are owned by women today. What’s more, these women-owned...
3 Must-Read Pieces for Practice Management: October 15th Edition
2018-10-15Every week, we bring you the best and most succinct curation of must-read articles to help you...
Adjusting Your Business for the Mature Market
2018-10-08It’s no secret that your clients are aging. Right now, more than 40 million Americans are over...
How Politics Play into Your Client Relationships
2018-10-01As the saying goes, it may be easier said than done. Nevertheless, standing on neutral ground is...
3 Must-Read Pieces for Practice Management: September 24th Edition
2018-09-24Every week, we bring you the best and most succinct curation of must-read articles to help you...
The Importance of Encouraging Your Clients to Have Family Meetings
2018-09-17Helping to engage your clients’ families just may be the key ingredient to successful...
3 Must-Read Pieces for Practice Management: September 10th Edition
2018-09-10Every week, we bring you the best and most succinct curation of must-read articles to help you...
Building Trust with Clients and Prospects
2018-09-03Trust. You either have it with your clients or you don’t. There’s really no in between.
They say...
3 Must-Read Pieces for Practice Management: August 27th Edition
2018-08-27Every week, we bring you the best and most succinct curation of must-read articles to help you...
Engaging the Baby Boomer Generation
2018-08-20Even though the highly discussed Millennials have officially surpassed the number of Baby Boomers...
3 Must-Read Pieces for Practice Management: August 13th Edition
2018-08-13Every week, we bring you the best and most succinct curation of must-read articles to help you...
3 Must-Read Pieces for Practice Management: August 6th Edition
2018-08-06Every week, we bring you the best and most succinct curation of must-read articles to help you...
The Rise of Socially Responsible Investing
2018-07-31Whether or not you are on board, socially responsible investing is most certainly on the rise.
Connecting with Affluent Clients and Prospects
2018-07-24Good news for advisors seeking to connect with new affluent investors. With the continued growth...
3 Must-Read Pieces for Practice Management: July 17th Edition
2018-07-17Every week, we bring you the best and most succinct curation of must-read articles to help you...
Leadership in Your Advisory Practice and in Your Community
2018-07-10Consider this: Nearly 90 percent of clients believe that their financial advisor should have...
Blogging Tips and Trends For Your Advisory Business
2018-07-03There is no doubt that blogging is on the rise among financial advisory firms.
3 Must-Read Pieces for Practice Management: June 26th Edition
2018-06-26Every week, we bring you the best and most succinct curation of must-read articles to help you...
The Art of Asking your Clients Powerful Questions
2018-06-19Do you ask your clients and prospects questions that are truly powerful? Are you genuinely...
3 Must-Read Pieces for Practice Management: June 12th Edition
2018-06-12Every week, we bring you the best and most succinct curation of must-read articles to help you...
Engaging the Silent Generation
2018-06-05What percentage of your business are members of the Silent Generation?
3 Must-Read Pieces for Practice Management: May 29 Edition
2018-05-29Every week, we bring you the best and most succinct curation of must-read articles to help you...
Connecting With Your Female Clients Through Philanthropy
2018-05-22Looking for a way to make deep connections with your female clients and prospects?
Philanthropic...
3 Must-Read Pieces for Practice Management: May 15 Edition
2018-05-15Every week, we bring you the best and most succinct curation of must-read articles to help you...
3 Must-Read Pieces for Practice Management: May 8 Edition
2018-05-08Every week, we bring you the best and most succinct curation of must-read articles to help you...
Behavioral Finance
2018-05-01You witness it in your business everyday. The way your clients and prospects think and feel...
Little Changes Make Major Differences to Your Practice
2018-04-24Have you hit a plateau in your business? Do you feel like you need to make some changes to your...
3 Must-Read Pieces for Practice Management: April 17 Edition
2018-04-17Every week, we bring you the best and most succinct curation of must-read articles to help you...
Spend Your Time Wisely and Master Delegating to Your Staff
2018-04-10Do you feel like you waste time every day doing tasks that you know you simply should not focus...
3 Must-Read Pieces for Practice Management: April 3 Edition
2018-04-03Every week, we bring you the best and most succinct curation of must-read articles to help you...
Guiding Clients Through Retirement Planning and Ways to Connect with Them
2018-03-27Longevity is a common theme we keep hearing more and more about in the industry as it relates to...
3 Must-Read Pieces for Practice Management: March 20 Edition
2018-03-20Every week, we bring you the best and most succinct curation of must-read articles to help you...
Your Word Choice Matters with Clients and Prospects
2018-03-13Do you carefully consider the words you use with your clients and prospects? Have you ever...
3 Must-Read Pieces for Practice Management: March 6 Edition
2018-03-06Every week, we bring you the best and most succinct curation of must-read articles to help you...
Engaging Gen Z Early
2018-02-27Gen Z. Have you heard of them? It is certainly not too early to think about engaging them in your...
3 Must-Read Pieces for Practice Management: February 20 Edition
2018-02-20Every week, we bring you the best and most succinct curation of must-read articles to help you...
Using Webinar Marketing with Your Clients and Prospects
2018-02-13Do you currently use webinar marketing? If not, you may be missing out on an extremely...
3 Must-Read Pieces for Practice Management: February 6 Edition
2018-02-06Every week, we bring you the best and most succinct curation of must-read articles to help you...
Strengthening Relationships with your Grandparent Clients
2018-01-30There is truly nothing like the relationship between a grandparent and a grandchild. The role of...
Engaging Your Gen X Clients
2018-01-23They are often overlooked. In between baby boomers and the highly talked about Millennial...
How Connected Are You to Your Clients?
2018-01-09Have you ever thought about what genuine connection is and why it matters so much to your client...
3 Must-Read Pieces for Practice Management: January 3 Edition
2018-01-03Every week, we bring you the best and most succinct curation of must-read articles to help you...
Helping Your Clients Through the College-Planning Process
2017-12-28Other than retirement, college tuition is the biggest investment goal that your clients will...
3 Must-Read Pieces for Practice Management: December 27 Edition
2017-12-27Every week, we bring you the best and most succinct curation of must-read articles to help you...
Developing Your Marketing Plan for 2018
2017-12-26If you don’t have a written marketing plan in place for your advisory practice, you aren’t alone....
3 Must-Read Pieces for Practice Management: December 19 Edition
2017-12-19Every week, we bring you the best and most succinct curation of must-read articles to help you...
3 Must-Read Pieces for Practice Management: December 12 Edition
2017-12-12Every week, we bring you the best and most succinct curation of must-read articles to help you...
Assisting Clients With Aging Parents
2017-12-05Your clients with aging parents urgently need you.
3 Must-Read Pieces for Practice Management: November 28 Edition
2017-11-28Every week, we bring you the best and most succinct curation of must-read articles to help you...
Unleash the Power of Working with Female Clients
2017-11-21There is no argument that women are in control.
3 Must-Read Pieces for Practice Management: November 14 Edition
2017-11-14Every week, we bring you the best and most succinct curation of must-read articles to help you...
Becoming a Great Speaker for Client Events and Boardroom Presentations
2017-11-07The first 120 seconds of any presentation is critical.
Brand Touchpoints: Reinforcing Your Brand With Intention
2017-10-31You’ve likely spent countless hours and put in significant work on your brand messaging.
3 Must-Read Pieces for Practice Management: October 24 Edition
2017-10-24Every week, we bring you the best and most succinct curation of must-read articles to help you...
Using Stories to Explain Your Services to Clients and Prospects
2017-10-17Telling stories is tremendously powerful yet simple.
Assisting Your Clients With Protecting Their Digital Assets
2017-10-10What happens to your clients’ digital assets when they pass away?
3 Must-Read Pieces for Practice Management: October 3 Edition
2017-10-03Every week, we bring you the best and most succinct curation of must-read articles to help you...
Helping Your Clients Navigate Major Life Transitions
2017-09-26Our own lives, as well as our clients’ and prospects’ lives, are filled with life transitions....
3 Must-Read Pieces for Practice Management: September 19 Edition
2017-09-19Every week, we bring you the best and most succinct curation of must-read articles to help you...
3 Must-Read Pieces for Practice Management: September 12 Edition
2017-09-12Every week, we bring you the best and most succinct curation of must-read articles to help you...
Encouraging Your Clients to Raise Money-Wise Children
2017-09-05Every parent wants their children to be prepared as much as possible for the future. However, the...
3 Must-Read Pieces for Practice Management: August 29 Edition
2017-08-29Every week, we bring you the best and most succinct curation of must-read articles to help you...
Financial Advisor Website Best Practices
2017-08-22Does Your Current Website Turn Prospects Into Clients?
3 Must-Read Pieces for Practice Management: August 15 Edition
2017-08-15Every week, we bring you the best and most succinct curation of must-read articles to help you...
Identifying Your Core Personality
2017-08-01Have you ever wondered why you naturally “click” with some of your clients and other client...
Working with Center of Influences to Build Your Business
2017-07-25Where do you get your best referrals?
3 Must-Read Pieces for Practice Management: July 18 Edition
2017-07-18Every week, we bring you the best and most succinct curation of must-read articles to help you...
Business Plans for Financial Advisors
2017-07-11Do you have a formal business plan for your practice? Research shows only 50% of financial...
3 Must-Read Pieces for Practice Management: July 4 Edition
2017-07-04Every week, we bring you the best and most succinct curation of must-read articles to help you...
Social Media Trends and Tips for Financial Advisors
2017-06-27The usage of social media among financial advisors has dramatically surged in recent years.
While...
3 Must-Read Pieces for Practice Management: June 20 Edition
2017-06-20Every week, we bring you the best and most succinct curation of must-read articles to help you...
Increase Your Cyber-Security Efforts to Protect Your Advisory Business From Threats
2017-06-13Unfortunately, concern about cybersecurity has become commonplace. Electronic safety is...
3 Must-Read Pieces for Practice Management: June 6 Edition
2017-06-06Every week, we bring you the best and most succinct curation of must-read articles to help you...
Guiding Clients With Special Needs Children
2017-05-30They say it takes a village to raise a child.
3 Must-Read Pieces for Practice Management: May 23 Edition
2017-05-23Every week, we bring you the best and most succinct curation of must-read articles to help you...
Assisting Your Clients With Alzheimer’s
2017-05-16It’s an extremely devastating disease.
More than five million Americans are currently living with...
3 Must-Read Pieces for Practice Management: May 9 Edition
2017-05-09Every week, we bring you the best and most succinct curation of must-read articles to help you...
What Will Your Professional Legacy Be?
2017-05-02Legacy planning is certainly a hot topic today, especially as it relates to your personal legacy...
3 Must-Read Pieces for Practice Management: April 26 Edition
2017-04-26Every week, we bring you the best and most succinct curation of must-read articles to help you...
Helping Your Clients With Charitable Planning
2017-04-18Philanthropy and charitable contributions are an extremely meaningful piece to a client’s overall...
3 Must-Read Pieces for Practice Management: April 12 Edition
2017-04-12Every week, we bring you the best and most succinct curation of must-read articles to help you...
Managing Your Time Effectively as a Financial Advisor
2017-04-11Do you feel like you lack control over your time? Well, the struggle is real and you certainly...
Succeeding With Small Business Owners
2017-04-04Did you know that research indicates six in 10 small business owners haven’t consulted with a...
3 Must-Read Pieces for Practice Management: March 28 Edition
2017-03-28Every week, we bring you the best and most succinct curation of must-read articles to help you...
Strengthening Your Relationships With Widows
2017-03-21The statistics tell us a tale. According to the U.S. Census, 39.9 percent of women ages 65 and...
3 Must-Read Pieces for Practice Management: March 14 Edition
2017-03-14Every week, we bring you the best and most succinct curation of must-read articles to help you...
Creating Impactful Client Events
2017-03-07Client appreciation events are an excellent way to demonstrate your deep gratitude to current...
Refining Your Value Proposition
2017-02-28Creating your value proposition probably sounds like Marketing 101 to you. Defining your value...
3 Must-Read Pieces for Practice Management: February 28th Edition
2017-02-28Every week, we bring you the best and most succinct curation of must-read articles to help you...
3 Must-Read Pieces for Practice Management: February 21st Edition
2017-02-21Every week, we bring you the best and most succinct curation of must-read articles to help you...
3 Must-Read Pieces for Practice Management: January 4th Edition
2017-01-04Every week, we bring you the best and most succinct curation of must-read articles to help you...
3 Must-Read Pieces for Practice Management: December 28th Edition
2016-12-28Every week, we bring you the best and most succinct curation of must-read articles to help you...
3 Must-Read Pieces for Practice Management: December 21st Edition
2016-12-21Every week, we bring you the best and most succinct curation of must-read articles to help you...
Succession Planning
2016-12-20Tune out the negativity and gain clarity on your future to benefit your business and your...
3 Must-Read Pieces for Practice Management: December 14th Edition
2016-12-14Every week, we bring you the best and most succinct curation of must-read articles to help you...
Building Trust in Client Relationships
2016-12-13Let’s face it: the statistics aren’t in our favor. The financial services industry is one of the...
3 Must-Read Pieces for Practice Management: December 7th Edition
2016-12-07Every week, we bring you the best and most succinct curation of must-read articles to help you...
Embracing Change: Tips to Keep You Focused During Times of Change
2016-12-06There’s no escaping it. The financial services industry now more than ever continues to change.
3 Must-Read Pieces for Practice Management: November 30th Edition
2016-11-30Every week, we bring you the best and most succinct curation of must-read articles to help you...
3 Must-Read Pieces for Practice Management: November 23rd Edition
2016-11-23Every week, we bring you the best and most succinct curation of must-read articles to help you...
Deepening Your Relationships With Female Clients and Prospects
2016-11-22Resources to help you grow your connections with the underserved economic powerhouse.
3 Must-Read Pieces for Practice Management: November 16th Edition
2016-11-16Every week, we bring you the best and most succinct curation of must-read articles to help you...
Building Multigenerational Clients
2016-11-15Develop your connection with the next generation through legacy tools.
3 Must-Read Pieces for Practice Management: November 9th Edition
2016-11-09Every week, we bring you the best and most succinct curation of must-read articles to help you...
Mastering Conflict in Client Relationships
2016-11-08Tips to help resolve struggles when tensions may run high.
3 Must-Read Pieces for Practice Management: October 28th Edition
2016-11-02Every week, we bring you the best and most succinct curation of must-read articles to help you...
Attracting Millennial Clients
2016-11-01Strategies to help you deepen relationships with the next generation.
3 Must-Read Pieces for Practice Management: October 26th Edition
2016-10-26Every week, we bring you the best and most succinct curation of must-read articles to help you...
3 Must-Read Pieces for Practice Management: October 19th Edition
2016-10-19Every week, we bring you the best and most succinct curation of must-read articles to help you...
Identifying Your Ideal Client
2016-10-18Spend your time focusing on clients and prospects you love by creating an ideal client profile.
3 Must-Read Pieces for Practice Management: October 12th Edition
2016-10-12Every week, we bring you the best and most succinct curation of must-read pieces to help you grow...
To Hire or Not to Hire? Considerations in Hiring a Business Coach or Additional Staff
2016-10-12A decision that many advisors face when they hit a plateau in their practice is whether or not to...
Female Advisors Wanted: What Factors Drive a Female Advisor to Switch Firms?
2016-10-11Ever wonder what factors might prompt a female advisor to switch to a new broker-dealer?
