Business Growth Strategies
PlanMember Financial Corporation (PFC) on Feb. 18 announced that it has become the new broker/dealer and registered investment advisor for Williams & Company. With the agreement, PFC now serves 32 financial centers.According to a PFC press release, the agreement means that PFC will be providing...
READ MORE
Clients come first. And that means meeting their needs, which can entail scheduling meetings at their convenience. But is that really the best approach? Michael Kitces in “How a More Regular Client Meeting Schedule Enhances Advisor Productivity and Business Growth” posits that it may not be — and...
READ MORE
Have you ever attended a conference session about using social media and walked away thinking that when you got back to your office you weren't going to be allowed to do any of the stuff you just learned? Or worse, that you didn't really understand what any of it meant to begin with?This year’s 403...
READ MORE
Robo-advisors may pose a threat to human advisors, but they also offer opportunities, Kent Schutte and Robert Young suggest in the newest NTSA podcast.Why are robo-advisors growing? Schutte, NTSA’s current president, and Young, the current president-elect, offer several explanations: they are a...
READ MORE
At the 2015 NTSA 403(b) Summit, executives from small, medium and large practices came together to share their best advice for growing businesses of all sizes. And despite the differences in their employers, all of them agreed that nothing matters in this business without a strong reputation.D....
READ MORE
At the start of her keynote speech opening the second day of the 2015 NTSA 403(b) Summit, business management speaker Shari Harley stood off to the side of the ballroom, and asked if it was easier for the audience to hear and see her there, or across the room on the stage where everyone was...
READ MORE
How do you reach your clients? Future clients? Do you rely on traditional media, or have you expanded the repertoire so that it includes a 21st-century edge? In a June 1 NTSA podcast, John Hall, Vice President of Digital Marketing at PlanMember Services, offered his insights on the best ways for...
READ MORE
Kades-Margolis Corp. and Kades-Margolis Capital announced on Dec. 18 that the firms have joined U.S. Retirement Partners (USRP) as member firms. USRP specializes in employee benefit and retirement plans for public school systems and government offices, including 403(b)s and 457(b)s. USRP is the...
READ MORE
That’s the specific — and implied — message of three experts offering their take on how to increase plan participation. TSA Consulting VP Steve Banks, Hendershot Financial Group’s Tom Hendershot and Teresa Ward, Retirement Plans VP at OppenheimerFunds, made their remarks to attendees at a June 23...
READ MORE
Pages
Most Popular
