practice management

This tag is associated with 4 posts

Do You Know Who Your Clients Are?

By Hugh Massie ⋅ January 27, 2010 ⋅ Post a comment

No matter the industry, providers of products and services are always saying something to the effect of: “You are blind as to who is going to walk in the front door for their first meeting with you. As you work with the client a bit you have a greater collection of knowledge [...]

Improving the Connection with Your Prospects and Clients

By Hugh Massie ⋅ November 2, 2009 ⋅ Post a comment

Have you considered what is going to propel growth in your business in the coming months and years? Schwab conducted a research study in March 2009 which shows the greatest 3 enablers of growth are:
1. Closing the deal with prospects – 75%
2. Maintaining quality service – 73%
3. Adding new technology for [...]

Research Insights on Practice Behaviors

By Hugh Massie ⋅ February 16, 2009 ⋅ Post a comment

In February 2009 we completed cutting edge research on practice behaviors, giving a short survey to 100 leading financial advisors with practices having assets under management over $50 million. The overall conclusion would be that advisors could be doing more to use human behavioral insights as a foundation for building their [...]

The Role of Advisors in Consumer Education

By Hugh Massie ⋅ July 2, 2008 ⋅ Post a comment

In my last blog I discussed how regulators are pushing for greater consumer “financial capability” and how the Irish regulator had recently issued a report on this. In the Netherlands, consumer financial capability is also a huge issue. Yesterday, I met with the Netherlands Authority for Financial Markets (AFM) along with [...]

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