Reid’s Practice Management Articles Summary- Dec. 17
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Recent Practice Management Articles From Around the Web These articles are some of the best articles available on Practice Management topics including business operations, strategy and planning, compliance, marketing and social media, and technology. Solutions that can create efficiencies and help optimize your business. These summaries will be posted weekly or bi-weekly depending upon how many relevant articles I have the opportunity ...
Reid’s Practice Management Articles Summary- Dec. 10
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Recent Practice Management Articles From Around the Web This is the first of Reid's Practice Management Articles Summaries. While I can't post every article or blog posting related to practice management in the industry, I hope to post a summary either weekly or bi-weekly of some of the "Best" articles available on Practice Management topics including technology, ...
Financial Planning Technology Survey 2010 Released
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The fourth annual Financial Planning's Technology Survey, written by Joel Bruckenstein, was released this past week on the Financial Planning website. View the entire article here. The annual article is always informative, particularly to see which software is being used more or less than the previous year by advisory firms. This year, a number of thought-provoking points were revealed in ...
Financial Planning Software For Your Business: ProfitSee
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One of the areas that is often hard for owners of financial advisory firms is spending time on business financial planning of their own firm. We all know it takes a considerable amount of time to provide the proper service to current and future clients while also overseeing the other aspects of running your business- all of which devour our time. Add to this list that you need ...
Building a Profitable Practice One-Day Workshop
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One of my favorite topics in the practice management area of advisory firms is how to build a profitable business and benchmarking the firm against the most successful firms. The most comprehensive study done every few years on the topic is published by Investment News and Moss Adams- 2010 Investment News/Moss Adams Financial Performance Study of Advisory Firms. A one-day workshop is available in ...
Schwab Intelligent Integration Software Partners
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I was awaiting the announcement after the Schwab Advisor Services IMPACT 2010 conference regarding the selection of software vendors to be included in their Intelligent Integration (formerly called Project C). For those of you who were unable to attend the conference (like me), I have some links to articles below that will help sort out what was ...
When Your Day Isn’t Going As Planned
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One of the things my eleven year-old son and I enjoy doing together is reading the Comics that come each week in our Sunday newspaper. We went online to find some additional comics and found one from the paper, Pearls Before Swine, in short videos. This video below struck a chord with me since my day yesterday did not ...
A recent article in FA Magazine, Cost Basis Rules Mean Change For Investors, reminds advisors of the tax reporting changes taking effect, in the case of equities, next January 1, 2011. Another article from FA this past June entitled Schwab Prepares for New Cost-Basis Rules, in addition to discussing how Schwab is handling this change, also provides ...
The Power of Using Videos
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While researching YouTube options for use on the AdvisoryQuest website and/or blog, I came across this video from Ann Bachrach which I will use as an example. Ann provides coaching solutions to business owners including financial advisors. Since social media is both a timely and relevant topic for financial advisors, I decided to use this video. We have all seen videos of ...
FPA Salary Survey Study Is Released
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The 2010-2011 FPA Financial Planning Salary Survey: Compensation, Incentive and Benefit Data for Financial Planners, Technical Specialists and Support Staff was released a few weeks ago. This year the study includes a Comprehensive Interactive Compensation Calculator that allows advisory firms to calculate compensation ranges based on firm size, job requirements, AUM, number of clients and ...
