News, Vision and Voice for
the Advisory Community
advertisement

Articles written by Guest Columnist Abby Salameh


Abby Salameh: There is no good place for emoticons in a professional relationship.

5 ways for RIAs to avoid social media and 'holistic' wealth management overreaches in a share-happy e-world
Being Facebook 'friends' and dealing with a client's non-financial life decisions does not take the 'business' out of the business relationship equation

Tuesday 9.9.14
Abby Salameh: Don't spin your wheels trying to find a niche.

5 thoughts about how to actually do what RIA experts say to do
Consultants like to believe we were born to write elevator speeches, define our niche and write a succession plan on demand

Wednesday 3.26.14
Abby Salameh: I told him kindly that I had found another vendor -- more because he annoyed me so much with his persistence.

The fine line between selling and stalking and where RIAs should walk
All selling is 'overselling' in the sense that the average sales takes five contacts -- and advisors are known to stop at one or two

Monday 12.2.13
Abby Salameh: I don’t think I have ever seen a successful advisor who didn’t build his or her business by pounding the phones.

One thought for advisors with stagnant practices: Pick up the telephone!
With e-mail, texting, friending, linking-in and tweeting running rampant, the casualty may be the most potent social media of all: voice-to-voice contact

Friday 9.13.13
Abby Salameh: Trick your brain into making those tasks less dreadful. This is called productive procrastination.

Five reasons why 'summer-is-slow' is no excuse for an advisor to slow down
If you want to mail it in for a couple months, fine, but know that you're missing a chance to get real things done minus the distractions

Thursday 8.15.13
Abby Salameh: I could see the vast ocean below. We were descending quickly towards it.

Why my financial advisor came to mind (seriously) as my airplane was plummeting toward the ocean
White light can wait: When death is at hand, you get in touch with your inner actuary

Tuesday 1.29.13
Abby Salameh: I believed that advisors should ... give up their licenses if they wanted to be true to the cause.

What swayed me to the hybrid cause after an early indoctrination as a 'pure RIA' disciple
The notion that it's just a layover on the way to to a more exalted state of securities-license-dumping, fee-only purity should be reexamined

Thursday 12.13.12
Abby Salameh: There is an inherent gene that advisors must have in order to take that leap of faith and become independent.

How nature and nurture combine to encourage advisors to independence
You can lead a broker to an entrepreneurial opportunity, but the desire to take the plunge needs to come from deep within and maybe family experience

Thursday 10.4.12
Abby Salameh: You want to answer that e-mail immediately, return that phone call ASAP and respond to that text message the minute it comes in on your phone.

The art of breathing: How to handle the overwhelm of being a financial advisor in 2012
First we need to understand the principle of diminishing personal returns -- and then be willing to take counterintuitive steps

Friday 5.25.12
Abby Salameh: Joe was seriously stressed-out.

5 ways for stressed-out advisors to build a more efficient practice
Delegate, streamline, lean on your CRM, leverage resources, go mobile or tap the untried talents of your receptionist -- all ways to do more of what you love to do

Friday 5.4.12
Abby Salameh: An advisor we worked with hired a "marketing person" who then proceeded to outsource all of the marketing creation.

Nine pitfalls for advisors to avoid when taking on new employees
Pulling the trigger on a hire is difficult, but can become easier with the right protocols

Friday 3.9.12

From the RIABiz Directory »

The Industry Sourcebook for RIAs


Browse All Archives


2014


    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Jon Stein: We've been working on it for the last six months. We wanted to wait until tax loss harvesting and trust account support was in place.
50 shares
Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar

Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.
23 shares
Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above

Jon Jones: I'd gone full-force in terms of how to make myself replaceable; that was my goal in hiring a director of finance, hiring a director of marketing, hiring a director of technology, hiring a COO to basically take over the daily management.
7 shares
How a Deloitte breakaway built a $3.8 billion RIA rapidly in Seattle -- and why those billions moved from Schwab to Fidelity as part of the story

The forecast for the 401(k) business is bright and foggy.
7 shares
What exactly is doable for an RIA in the 401(k) business?

Bill Gross exudes personal accountability -- even amid a few eccentricities.
1 shares
The very good news that RIAs can take away from the whole Bill Gross imbroglio


Get the RIABiz Today
Email Alert »