The Practice Management Channel

Five Surefire Ways to Lose a Prospect

It’s been challenging to limit this list to five surefire ways to fail to convert a prospect, but these will be a good start.

How to Make More Effective Hires

Getting hiring right is crucial to both the candidate and your firm’s success – but how can you get it right?

Don’t Let Risk Tolerance Questionnaires Kill Your First Client Impression

Every household has a life event annually that will impact their investment objectives and risk score. Improve your first impression by utilizing a robust risk-tolerance questionnaire.

My Visa Long is Getting Long in the Tooth

Over my lifetime I have invested in many different things. In the process of doing that, I have learned that there are really only two types of investors. As an investor, you are either active or passive. Being active implies directly managing or being in control of your investment.

One Critical Way Technology Is Transforming the Economic Landscape

Rick Rieder explains the economic implications of “the Amazon effect.”

The Value of Focus

I’ve worked hard to build a very successful advisory firm over the last 20 years. But recently I am distracted and unable to focus on the core issues with my business.

How to Convert the Alpha Male Prospect

Converting the alpha male is surprisingly easy if you follow these simple rules.

A Six-Step Plan to Track Prospects

This article will walk through six steps you can take to ensure that transitioning prospects into clients is a successful venture.

ESG in Action: Evaluating Global Financials

Analysis of environmental, social and governance factors (ESG) is particularly important for bank investments because the confidence of their depositors and borrowers largely drives banks’ valuations.

Trying to Reason with Hurricane Season: The Aftermath of "Harma"

Our hearts go out to everyone affected by Harvey and now Irma. I did little over the weekend except sit glued to the TV watching Hurricane Irma coverage. That's because I have a home in Naples, FL, on one of the southern intercoastal waterways.

NFIB Small Business Survey: Index Maintains Momentum in August

The latest issue of the NFIB Small Business Economic Trends came out this morning. The headline number for August came in at 105.3, up 0.1 from the previous month. The index is at the 97th percentile in this series. Today's number came in above the forecast of 105.0.

Advisors Leveraging New Programs to Launch ETFs

Over three years $1.4 trillion moved into low-fee funds including ETFs, which are quickly becoming the most popular of 18 major vehicles. The complexity of launching an ETF and their operational overhead has kept many firms from launching funds. New programs now help firms launch and manage ETFs.

Choosy Investors Choose J.M. Smucker and The Dividend Adds Value

The J.M. Smucker Company (SJM) is a “Dividend Contender” that has increased its dividend for 20 consecutive years. After being overvalued for most of fiscal year 2017 (fiscal year ends in April) the company has since fallen into attractive valuation territory.

Getting More From Your LDI Portfolio

Our approach to investing in long duration and long credit portfolios has delivered meaningful alpha over most market cycles.

The Latest Look at the Total Return Roller Coaster

Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $18,831 for an annualized real return of 12.73%.