Inside Information - Practice Management

Flat Fee Future

nospam@example.com (Admin) — Sun, 01 Aug 2010 15:19:24 -0400

Capital Analysts may be pioneering the back office/custodial business model of the future--and it follows closely the way many advisors are charging for their own services.
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Untying the knots of business equity

nospam@example.com (Admin) — Thu, 08 Jul 2010 23:10:40 -0400

How do you start transforming your practice into a business?
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Adaptation in the Aftermath

nospam@example.com (Admin) — Sat, 08 May 2010 16:08:56 -0400

Here's a methodology that allows you to turn your business goals into actual steps, and monitor how well the changes are working for you.
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Practice Management Sessions

nospam@example.com (Admin) — Tue, 04 May 2010 16:06:00 -0400

Four speakers at the FPA 2010 Retreat in San Antonio offered insights into how to weather the next market storm, transfer your business, work with 3rd parties and mind map better communications strategies.
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Transfer Troubles

nospam@example.com (Admin) — Mon, 22 Mar 2010 19:29:00 -0400

How NOT to transfer a business to the next generation...
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Bob Veres E-Column: Thousand percent ROIs

nospam@example.com (Bob Veres) — Sun, 21 Feb 2010 22:18:00 -0500

How do you calculate the return on your technology investment?
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At-Risk or Loyal?

nospam@example.com (Bob Veres) — Sat, 06 Feb 2010 01:53:00 -0500

A compendium of 6,000 advisor clients shows that fewer of them are at-risk to jump to another advisor than some of the statistics you may have read.
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MIDDLE MARKET MODEL

nospam@example.com (Bob Veres) — Fri, 05 Feb 2010 01:01:00 -0500

Here's an advisor who appears to have figured out how to serve middle-market clients under a revenue model that many advisors will find attractive. How does he do it? By sticking to basics, simplifying the service and office procedures, and following the same formula in his own life as he preaches to his clients.
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The UMA Office

nospam@example.com (Bob Veres) — Fri, 29 Jan 2010 17:29:30 -0500

A variety of practice management and client service trends are suddenly pointing in the direction of a unified management account back office provider.
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SIX STEPS TO EXCELLENCE

nospam@example.com (Bob Veres) — Fri, 29 Jan 2010 17:25:24 -0500

Philip Palaveev offers a detailed roadmap to operational excellence in a planning office.
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Do it Not Yourself

nospam@example.com (Bob Veres) — Fri, 29 Jan 2010 17:19:02 -0500

A new web site offers a list of outsource providers who are experienced and skilled at various tasks in your office, who can help implement positive changes that have been sitting on your task list.
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Future Shocks

nospam@example.com (Bob Veres) — Fri, 29 Jan 2010 17:08:33 -0500

Advisors of the future should be aware that clients will have access to an unprecedented amount of information and knowledge, thanks to the next iteration of the Internet. The article talks about three global supertrends: globalization, technological innovation and demographics, all of which could affect the services that advisors offer and our investment forecasts as well.
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FORMULA FOR EVERYTHING

nospam@example.com (Bob Veres) — Sun, 01 Nov 2009 16:53:00 -0500

One of the leading business consultants/coaches in the financial planning space looks at how the best planning practices tend to be organized--and provides an entirely new, important insight into the management of advisory firms.
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