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.
Are you viewing this post on a mobile device? Download the CFA Institute app from iTunes or Android Market to watch this and other videos.
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
Subscribe to Enterprising Investor and receive the weekly email newsletter.
The European Commission is looking to make technical changes next year to parts of the revised Markets in Financial Instruments Directive in response to persistent criticism from market participants. Financial Times (subscription required) (13 Nov.)
The New York Legislature could remove an obstacle to transition of derivatives cash contracts from Libor to another interest-rate benchmark, but the Federal Reserve-backed Alternative Reference Rates Committee expects election-year delays to prevent action in the near future. "It's unlikely we'll have certainty on this for quite some time," says Brian Grabenstein of Wells Fargo, which is an ARRC member bank. MLex (subscription required) (12 Nov.)
US consumer prices increased the most since March last month, sending the consumer price index up 0.4%, according to the Labor Department. Health care costs had the biggest increase in more than three years, and recreation costs climbed the most since 1996. Reuters (13 Nov.)
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.