There is a wide variety of ETFs to choose from, but the key is to manage duration, especially if you think rates are bound to rise
Finding out how much revenue a client creates over time can boost your practice
Financial advisors tend to focus more on increasing their revenue than on the profitability of their practices. But in an increasingly competitive environment, it’s necessary to keep an eye on your bottom line if you are going to be successful, says Aiman Dally, CEO of Copia Financial Solutions in Toronto. “While positive asset and revenue […]
Internal staff meetings have a bad reputation for wasting time and failing to get things done. Here are some tips on how you can turn your firm's meetings into effective planning tools
Clients who consider emerging markets to be too risky can benefit by investing in firms that do business in these regions
These strategies can improve client service and profitability
It takes time - sometimes years - to convert a lead into a client. There are strategies you can use to keep these potential clients engaged until the time is right for them to begin doing business with you
Expand the amount of business you do with your existing clients
Use the discovery process to determine whether clients are a good fit
Consistency is the key to efficiency and success in any business