AdvisoryQuest | Financial Advisory Industry News

No Value Proposition? Then How Will Prospects Decide Who to Choose?

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No Value Proposition? Then How Will Prospects Decide Who to Choose?

If you don't have a clear value proposition you are commoditized and prospects will compare you to other... ...

If you don't have a clear value proposition you are commoditized and prospects will compare you to other advisors based on price and convenience. Cease being a commodity and define your value proposi... ...

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Think You Know the Key to an Outstanding Team? Chances are You’re Wrong

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Think You Know the Key to an Outstanding Team? Chances are You’re Wrong

What makes a great team? The article looks at a book, The Culture Code, about what makes great teams and... ...

What makes a great team? The article looks at a book, The Culture Code, about what makes great teams and provides some examples. Culture trumps everything, and the book identifies three traits or ru... ...

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The 5 Most Powerful Marketing Tools for Today’s Advisors

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The 5 Most Powerful Marketing Tools for Today’s Advisors

Sometimes it is good to go back to the basics- what works. When a marketing consultant lists what is wor... ...

Sometimes it is good to go back to the basics- what works. When a marketing consultant lists what is working, it is a good idea to take in their suggestions and apply them to your business. Read more... ...

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Seven Must-Have SOPs

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Seven Must-Have SOPs

Processes and procedures help create efficiency in our business- we know that. But what the article point... ...

Processes and procedures help create efficiency in our business- we know that. But what the article points out is that top firms continue to improve on their procedures, continuously looking for ways... ...

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Advisors: Does Your Staff Know Your Brand?

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Advisors: Does Your Staff Know Your Brand?

This is an excellent article on a topic that isn't addressed by most advisory firms. As your staff goes o... ...

This is an excellent article on a topic that isn't addressed by most advisory firms. As your staff goes out into the world and discusses what they do and who they do it for, is the message clear, or i... ...

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Top 6 Fee, Expense Failures That SEC Will Bust You For

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Top 6 Fee, Expense Failures That SEC Will Bust You For

The Securities and Exchange Commission’s exam division released Thursday a Risk Alert detailing the top c... ...

The Securities and Exchange Commission’s exam division released Thursday a Risk Alert detailing the top compliance failures relating to fees and expenses charged by advisors that were cited most frequ... ...

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A Time-Tracking Exercise for Advisors

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A Time-Tracking Exercise for Advisors

With all of the things that need to get done during the day, your time can easily get away from us. We of... ...

With all of the things that need to get done during the day, your time can easily get away from us. We often end up doing things, or getting dragged into things, that that aren't a productive use of o... ...

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Stop With the Phony Slogans

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Stop With the Phony Slogans

An excellent read about firms using hollow mission statements, vision statements and value statements. In... ...

An excellent read about firms using hollow mission statements, vision statements and value statements. Instead, the author presents a different approach by answering a numbers of questions to better e... ...

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Evolutionary Growth: The Firm that Evolves Together Grows Together

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Evolutionary Growth: The Firm that Evolves Together Grows Together

As firm's grow there are various stages of growth- or evolution that takes place in the firm to get it it... ...

As firm's grow there are various stages of growth- or evolution that takes place in the firm to get it its current state. The article includes five question to ask yourself to see if your firm evolvin... ...

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The Next Generation Won’t Wait

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The Next Generation Won’t Wait

One of the great challenges advisors face is serving the next generation of clients. Research into this... ...

One of the great challenges advisors face is serving the next generation of clients. Research into this topic by one firm concluded that many of the larger firms they researched have no answer to thi... ...

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