Blog
Discussing advisory fees with your clients
Posted by Mike Lover, VP, Key Accounts, E*TRADE Advisor Services on November 19, 2018 | 0 Comments
While financial advisors may believe they are well-covered when it comes to discussing fees with their clients, research suggests that there is a disconnect between this perception and reality.
According to a report by State Street Global Advisors and Knowledge@Wharton,1 most...
Should you develop a new marketing niche?
Posted by Mike Lover, Vice President, Key Accounts, E*TRADE Advisor Services on August 6, 2018 | 0 Comments
When job hunting, sending resumes in a scattershot fashion is considered an ineffective strategy because it lacks focus. “Spray and pray” isn’t any more desirable for financial advisors. Taking a targeted, niche approach can be much more useful for landing high-value clients....
Should You Include a Digital Investment Solution in Your Practice?
Posted by James Capps, Vice President, TCA Technology on March 5, 2018 | 0 Comments
Now, more than ever, advisors have an increasingly sophisticated array of digital solutions at their disposal, which can help streamline investment management, improve risk profiling, and expedite client onboarding—especially for smaller accounts. With model-based portfolio management...
How to Make Your Small Accounts More Profitable
Posted by Mike Lover, Vice President, Key Accounts, E*TRADE Advisor Services on February 5, 2018 | 0 Comments
It’s a dilemma faced by virtually all independent financial advisors today: squeezing profitability out of small accounts. Advisors often have to spend just as much time and energy working with small clients as they do large ones.
However, given the lower volume of assets under...