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Content tagged "Mike Byrnes"



Andy Hill: For Coach Wooden, one of the best basketball coaches of all time, the great key to learning was asking questions.

A John Wooden disciple makes 13 points to RIAs at NAPFA about how to excel
Andy Hill started with the premise that advisors, like most people, are good, not great, at what they do

Monday 5.21.12
Mike Byrnes: Likely, the advisor's lack of preparation leads to a fire sale, or even worse, the business just disbands and the clients are left out in the cold.

Have an aversion to succession plans? Consider a continuity pact as a vital baby step
Dying without any plan is inviting disaster for family, employees and clients

Wednesday 2.1.12
Mike Byrnes: Another way to grow more quickly is to bring on staff, even if it is at an hourly rate.

NAPFA conference yields valuable nuggets of practice-management and marketing advice
A strategic embrace of sales can build your practice dramatically, was the message NAPFA's practice-management conference held in Brooklyn

Tuesday 11.22.11
Mike Byrnes: If calls come in, do not let them go to voicemail.

RIAs need to step it up in this market turmoil - or pay the consequences
It's vacation time but this opportunity to keep clients and win prospects won't last

Monday 8.8.11
Ross Ozer: We’re bringing the strength of our marketing (experience) to bear. We do this for a living.

Fidelity steps up effort to bestow its marketing magic on RIAs
Schwab, Pershing and TD Ameritrade are all quietly amping advisors to win new business, too

Tuesday 5.10.11
Mike Byrnes: Advisors that cannot easily be found online, and advisors that make a bad first impression online, are losing leads

Top marketing trends for 2011, and checklists for handling each
In the new year, sharpen your planning for staff turnover, prospecting, client communication

Monday 1.10.11
Mike Byrnes: The key to many negotiating success stories is when two parties look beyond their own needs.

In their own words: Five top advisors' secrets for creating stronger alliances to gain more referrals
From office space to joint events to good old-fashioned favors, how to form crucial bonds

Tuesday 11.16.10
Mike Byrnes: Too often advisors give more than they get...ask for a healthy two-way relationship.

In their own words: How 10 top advisors formed creative alliances to drive big asset growth
Real estate brokers, forensic accountants, career consultants and clergymen can all make lucrative allies

Thursday 9.30.10
Mike Byrnes: Listening in on the Financial Advisor's Summit for wisdom on sales and marketing strategies, he picks up tips like this one: Don't tell clients, "We offer peace of mind." It's a cliché.

Fast take on growth: Five tips on marketing and sales strategies that work amid fears of a double-dip
Financial Advisor's Summit speakers urge focus, authenticity -- and avoiding clichés. Don't say: We offer peace of mind.

Tuesday 8.17.10
Mike Byrnes: Rather than beat their heads on the wall to get their product message heard, wholesalers are taking another approach.

10 fund wholesalers and executives offer views about how they seek to add value for RIAs
To get advisors' respect and attention, these salesmen are morphing into consultants

Friday 8.6.10
Mike Byrnes: Plan now. The resulting greater success will be compounded over time.

What if you spent one hour a day on the #1 idea to free up time and cash flow?
10 people in the RIA business offer their best thought for making the second half of 2010 more productive

Thursday 7.1.10
Mike Byrnes: Advisors need to consider their practices for courting clients.

10 advisors explain how they build sales without getting 'salesy'
High net worth clients want to get to know you and like you first

Wednesday 6.23.10
Nevin Freeman: The question is: Do regular marketing approaches work on these new online media?

Social media: There's a bigger mistake you could make than offending the SEC
Nevin, RIABiz tech guy, weighs in on how advisors ought to approach social media

Monday 6.7.10
Mike Byrnes: Prospects are going to advisor websites and other online sources to do their due diligence before requesting initial meetings.

Seven things advisors need to know about social media
Shocking but true: In a connected world, the number of Google hits your firm gets increases your credibility. Social media can help.

Tuesday 5.25.10

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Patrick Sheppard: Getting back into the retail world and getting back into the high-net worth world was more fulfilling than dealing with institutions on a global basis.
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Why a $500-million RIA Rt. 495 start-up hired a no-book ex-BNY Mellon Asset Management CFO

Mike Alfred: If you're hoarding all of this data and won't help wholesalers to help everyone get better they won't work with you.
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BrightScope sees sales soar as formerly adversarial big 401(k) companies buy data about their own business

Charles Goldman: We bought the firm hoping the CEO would be there.
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Charles Goldman speaks from the CEO Summit hotel about what he didn't see coming at AssetMark and how it changed his life

Tom Valverde's hire is part of Fidelity's new 'geographical' sales strategy.
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Fidelity Institutional bags Pershing's RIA sales chief and gives him a lesser title

Fidelity's alt investments brain trust: 'It used to be three guys and a dog in Greenwich.'
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Fidelity, Goldman Sachs and Morningstar call 16 top reporters to New York to define the RIA alts problem -- and to explain how their Dream Team solves it


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