Blog
Making the most out of your CRM
Posted by James Capps, VP, Technology, E*TRADE Advisor Services on June 20, 2019 | 0 Comments
The key to maximizing the benefits of a CRM system is nailing the rollout.
Customer relationship management systems, or CRMs, are a critical tool for independent financial advisors to keep track of their clients and prospects, monitor their sales pipeline, and perform many routine...
Broaden your role by providing clients a securities-based line of credit
Posted by Mike Lover, VP, Key Accounts, E*TRADE Advisor Services on March 28, 2019 | 0 Comments
Successful financial advisors realize that building a thriving practice today requires more than just offering financial and investment guidance to clients. You may want clients to view you as their personal CFO: someone at the center of their wealth management team who is overseeing their...
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....