Developing a flow of steady referrals that help an adviser to grow his or her practice is a perpetual challenge. Julie Littlechild, president and founder of Advisor Impact, discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates.
This episode of the Take 15 Series was originally released on 11 March 2012.
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Stephen Horan, CFA, CIPM, is managing director and co-lead of education at CFA Institute. Prior to joining CFA Institute, he was a principal of Alesco Advisors LLC, a financial analyst and forensic economist in private practice, and a professor of finance at St. Bonaventure University. Horan co-authored The New Wealth Management: A Financial Advisor’s Guide to Managing and Investing Client Assets, a how-to guide for financial advisers; edited the volume Private Wealth: Wealth Management in Practice, a practitioner’s guide to wealth management; and has published three editions of the Forbes/CFA Institute Stock Market Course, a comprehensive guide to personal investing and wealth management. He is also the author of dozens of articles in leading peer-reviewed journals and has written for the CFA Program curriculum. Horan is a frequent columnist in Financial Times and an associate editor for the Financial Services Review and serves on the editorial board of the Journal of Wealth Management. He holds a BBA in finance with a minor in mathematics from St. Bonaventure University and a PhD in finance with a minor in economics from the State University of New York at Buffalo. Topical Expertise:Private Wealth Management
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Capital Group, JPMorgan Chase and Legg Mason are among companies working on actively managed exchange-traded funds that aren't required to disclose portfolios daily. Some of the ETFs might come to market this year. The Wall Street Journal (tiered subscription model) (13 Jul.)
The European Securities and Markets Authority has opened an industry consultation on how to create an EU-wide consolidated tape that would compile trading data. The matter has been under consideration for years, Chairman Steven Maijoor says, and "I believe it is time to decide if and how we want to go ahead with this ambitious project, and ESMA is ready to provide support to the co-legislators on the right way forward." Reuters (12 Jul.)
Bank of England Monetary Policy Committee member Gertjan Vlieghe says he supports cutting interest rates to nearly zero if a no-deal Brexit occurs. If a deal is reached, rates could rise as high as 1.75% during the ensuing three years, he says. Reuters (12 Jul.)
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