Articles

home | help | contact

	Vendors
	Submit a Listing
	Financial Planning
	Contact Mgmt
	Portfolio Mgmt
	Asset Allocation
	Websites
	Presentations
	More....
	Resources
	Articles
	Tools & Checklists
	Free Tools
	Calculators
	PowerPoint Slides

Articles

Articles		Related Links
		Vendor Directory Tools & Checklists

How to Select a Portfolio Management System By Angela Lyles Purchasing and deploying a portfolio management system can be one of the most important decisions made by an advisory firm. Performing due-diligence early on will help insure your overall product satisfaction and use of the tool over the long-term. The Right Client Care Systems Eliminates Compliance Headaches By Barry Chaffe Learn how the right CRM software system can deal with compliance concerns and be a tremendous aid in the process of creating and maintaining relationships. A Web Site IS as a Web Site DOES By Kirk Lowe, Freedomarketing How do you break free and create a meaningful and impactful web site that engages your target audience in your message and your services? Contact Management Software Checklist By Barry Chaffe and Tony Valaitis This comprehensive checklist will help you evaluate your short list of Contact Management software packages. It covers ten categories you should use to evaluate a Contact Management software program. Financial Planning Software Checklist By Tony Valaitis This comprehensive checklist will help you evaluate your short list of financial planning software packages. It covers ten categories you should use to evaluate a financial planning software program. The Contact Management Conundrum By Barry Chaffe A powerful contact manager has the potential to make you considerably more successful. But how do you tap that potential? Best Internet Practices for Financial Advisors By Jonathan Hunt Learn how to use the internet to add value to your services, strengthen client relationships, use email effectively and generate more referrals and investable assets from each client. Why Do I Need a Consultant to Help Me Choose a Financial Planning Software Program? By John L. Olsen, CLU, ChFC, AEP If you're not able to spend a lot of time researching software, you should consider hiring expert help, just as you ask your clients to hire expert help - you. Moving Your Computer Data in a Flash By Tony Valaitis Learn about USB Flash drives, a great way to carry files and presentations between your office and home, to out-of-office appointments and to seminars and tradeshows. The 7 Deadly Sins of Client Care By Barry Chaffe Client care is the cornerstone of wealth management success. We all know that. And yet service remains the weak link in many practices. How well do you service your clients? How do your services compare to the competition? Is your team guilty of any of the seven deadly sins of client care? Financial Planning Software: Demystified By John L. Olsen, CLU, ChFC, AEP What is financial planning software anyway, and how can it help me in my practice, and how can I decide which program or programs to buy? Be Personal and Keep More Clients By Frank Grisdale, LongTermClients.com Clients will hire you (and keep you) as their advisor only if they like and trust you, as a person. If you agree with this, then you must take steps to ensure that the relationship is nurtured at the personal as well as the professional level. The Value of Integrated Marketing Initiatives By Kirk Lowe, Freedomarketing In order to be competitive, not only survive but prosper, advisors are in search of the most effective marketing strategies available. In spending thousands of dollars annually, most advisors are closer than they might think to having the most effective marketing program. Equally important to having an effective marketing strategy is to have one that is efficient. Email versus Print Marketing By Kirk Lowe, Freedomarketing There are three common objections from financial advisors to using websites and email newsletters as part of their marketing and communications strategies. Kirk Lowe addresses these and shows how an Internet based marketing strategy can target affluent clients and generate referrals. Improve Your Bottom Line with Online Client Statements By Jonathan Hunt Learn how to use online client statements as a communications opportunity that will help develop deeper client relationships, boost your referrals, and even improve cross-selling capabilities. Seven Keys to Selecting Contact Management Software By Barry Chaffe Top performers use contact management software to deliver an extremely high level of services to investors and transform their practices into a turn-key operation. Here are seven guidelines to consider when evaluating contact management software. Financial Planning is an Art, Not a Science By John L. Olsen, CLU, ChFC, AEP The biggest problem with the incredibly powerful financial planning programs we employ is that they have allowed us to form an intimate relationship with our client's data, when what we need to do is form an intimate relationship with our clients. Client-Focused Marketing By Kirk Lowe, Freedomarketing Integrating technology with traditional marketing and communication strategies will help you strengthen your client relationships. Your Website - Your Marketing Hub By Kirk Lowe, Freedomarketing A website should be the center of all your marketing efforts. How Secure is Your Practice? By Tony Valaitis, AdvisorTek.com Use this comprehensive 10 point checklist to see how well you've protected your practice against viruses, computer theft, disasters and data loss. 10 Reasons to Have a Website By Tony Valaitis, AdvisorTek.com The internet is here to stay and more and more of your clients are using it. Here are 10 reasons why you should be online. Selecting Financial Planning Software: A Six Step Process By Tony Valaitis, AdvisorTek.com The same six step financial planning process that you use with clients can be adapted to help you find the right software solution. The Real Cost of Software By Tony Valaitis, AdvisorTek.com Indirect costs such as training, support, other software upgrades, installation, hardware and network upgrades often make up the largest part of a software purchase. Selecting Financial Planning Software for Your Enterprise By Tony Valaitis, AdvisorTek.com The same six step financial planning process that financial advisors use with clients can be adapted to help your organization find the right software solution.