These errors of omission could be costing you business
Identify the attributes of the clients you most enjoy working with
Disclosure has always been critical in building trust
Become known as an expert in your community
Most advisors who take on an employee say they wish they had done so earlier. Assistants free you to do what you do best, enable you to provide better service to your clients and help you to become more productive
Identify your audience and determine what interests them
Vast majority of leveraged ETF buyers are direct investors
ETFs provide easier access to this specialized asset class
Now that the rush is over, some advisors use this time to review their clients' plans and long-term goals. It also is an opportunity to urge clients to set up regular monthly deposits so they won't be rushing to make the deadline next year
Despite a subdued outlook, portfolio managers predict emerging markets will show improvement over last year. The challenge will be in picking stocks and sectors rather than country plays. A growing middle class remains a driving force