| February 2013 | |
| What Do Clients Really Think? |
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How Elite Advisors Use Surveys to Drive Stronger Client Relationships Can a few questions be the answer to business growth? They can if they’re part of a well-crafted client survey. In addition to being a tangible demonstration to your clients that you are serious about your quality of service to them, firms that formally survey their clients have 31 percent higher revenue versus those who do not.* This paper will show you why surveys can be a powerful—and valuable—two-way conversation with your clients. You’ll learn:
*Cetera Advisors LLC and Business Health Pty Ltd. (2011). The Pulse of Practice Health: An Insight into the Health of Elite Advisors’ Firms. Page 7. |
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| February 2013 | |
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Prospecting Best Practices for High Net Worth Individuals |
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Discover 10 innovative best practices proven to grow your book of business. The most successful private wealth advisors are the first to identify opportunities in their territory with a high likelihood to close, take advantage of client referrals, and find High Net Worth prospects with changing financial needs. This white paper highlights several of prospecting methods being used by elite private wealth advisors to find and attract new clients quickly in an uncertain global economy. |
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| February 2013 | |
| Policy Hits or Misses to Drive Global Bond Markets in 2013 |
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"Dreyfus affiliate and fixed income manager Standish delivers part 1 of their 2013 global bond macro outlook, in which they see the global economic recovery staying on track and expect emerging market economies to fare better than their developed market counterparts." |
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| February 2013 | |
| How to Increase Client Satisfaction to Grow Revenue: 3 Strategies |
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We all know it is much easier to develop additional business with a client you are already advising than to go out and cultivate new relationships. It’s also easy to get fired. In this paper, based on national survey results, you’ll learn:
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| February 2013 | |
| A Gross Underestimate |
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As we enter 2013, we felt it would be an appropriate time to revisit one of last year’s most controversial predictions of future equity performance. We acknowledge that equities in general may not continue to deliver the same real rate of return they have over the last century; however, we believe the glum outlook forecasted by Bill Gross last year misses the mark. Our estimates of future equity returns all point to a meaningfully higher forecast than Gross’ pessimistic prediction. |
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| February 2013 | |
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Define Your Independence: Building Your Future |
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It used to be that “going independent” meant going out on your own. Alone. That’s not the case anymore. There are many ways to go independent and create a practice that’s right for you and your clients. Whether you want to strike a better work/life balance; find new ways to provide your clients advice; or work smarter, not harder, there are many affiliation options designed to enable you to build and grow your business your way. Are you ready to build your future? |
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| February 2013 | |
| The Importance of Natural Resources within the Endowment Model. |
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The “Endowment Model” is both a portfolio management strategy and a marketing tool that a growing number of advisors have been successfully using to build and manage their practices in recent years. However, what’s often left out is the way that endowments themselves have evolved. Did you know that since 2002 endowments have reduced their allocation to fixed income by 57% while the allocation to natural resources has increased by 400%? In this whitepaper Ascendant Funds explains how and why some of the nation’s largest endowments have been allocating to natural resources in a major way. |
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