 |
 |
 |
 |
 |
 |
Archive for the Client research Category
-
13 Keys to Success in 2013
In the hopes to help financial advisors improve success in the new year, Mike Byrnes shared a baker's dozen of practice management tips. Read his CFA Institute Private Wealth Management article and make 2013 a great year by following these tips:
more -
The Impact Of Social Media
Mike Byrnes spoke at Charles Schwab's IMPACT conference on November 14, 2012 in Chicago, Illinois in front of 300 registered investment advisors on the topic of "Unleash the Power of Social Media to Build Your Practice via LinkedIn." Watch two ver
more -
The Time To Prepare Heirs Is Now
Mike Byrnes recently spoke at a two-day conference in Malibu, California called The Great Wealth Transfer, organized by the Institute of Preparing Heirs. The goal of his presentation was to help advisors know how to educate their older clients t
more -
Survey Clients for Increased Success
Surveying clients is a good tool to know if your client service strategy is working. Read Kevin Feehily’s article that appeared on RIACentral.com to learn why using client surveys can lead to better service and increased success in a practice.
more -
Best Practices for Client Research
Mike Byrnes, President of Byrnes Consulting, LLC, had an article that was published in the September 2012 issue of the Financial Planning Association's Practice Management Solutions online magazine. Read "Best Practices for Client Research" to lea
more
