Practice Management Archives - Creative Edge

Fall Into a New BD Relationship

There’s no time like the present to evaluate your future. The next broker-dealer offer awaits you. Fall’s here, and thus the time many advisors are evaluating their bd relationships … is it still symbiotic for both parties? For some advisors, yes. However, some are left in the aftermath of bd acquisitions who have continually brought… Read More


Growing the Next Generation of Professionals

Our profession is facing one of the greatest challenges it has ever seen. With the decrease of insurance professionals and qualified wealth managers, our pool of industry professionals is shrinking. In this decade, we’ve witnessed the number of U.S. financial advisors falling for five consecutive years.1 Unfortunately, with the lack of advisors in the marketplace,… Read More


Miles to go: What does the future hold for the fiduciary concept?

Initial path So much ground has been traveled in the last seven years leading to our current “partial” implementation of the Department of Labor’s (DOL) fiduciary rule, we may have forgotten how it came about or we are bored to the point of tears in hearing it regurgitated. At the risk of the latter, let… Read More


Appear on Your Local News Station or in a National Consumer Magazine—GUARANTEED

Large-Scale Media Exposure • 110% Guaranteed Placement • Be the Expert Want to be featured as a financial expert in your local market, or nationwide? With Instant Authority, you get guaranteed placement of publicity through various digital, television or print media outlets. Tune in to our webinar featuring Amazon best-selling author and media expert Jeremiah… Read More


Why Should You Have a Business Coach?

Are you ready for strategies to increase revenue in less time? Interested in learning new strategies for massive business growth and streamlined practice management? With CreativeOne’s Power Business Coaching program, you will gain knowledge on proven tactics to increase your high-quality lead pipeline, earn more money, and have more time to pursue your personal goals…. Read More


Life Insurance Can Change Lives—Ask Sarah W.

Life comes at you fast. September is Life Insurance Awareness Month, so in honor of what you do for your clients, we’ve put together a true story to share. If you want, you can show it to your clients this September. Meet Sarah W. In May 2014, Sarah W.’s world changed forever with the sudden,… Read More


Breaking News: DOL Proposes to Extend the January Applicability Date of the Fiduciary Rule

The DOL is proposing to extend the January applicability date of the fiduciary rule by 18 months. The proposed delay would extend the transition period and delay of applicability from Jan. 1, 2018, to July 1, 2019. Watch for more details >> In a filing in the District Court of Minnesota, Labor Secretary Acosta told… Read More


Why I Moved to Client One

Why I Moved to Client One and Why You Should Too For the past few decades, I’ve been working for privately owned broker dealers in the Kansas City area. What I loved best about the brokerage, was the family-feel. I wasn’t certain I could find another relationship-driven broker-dealer when the brokerage merged with a corporate-driven… Read More


Make Publicity Your Best Friend

Capitalize on your knowledge and expertise in your own local market with Instant Authority. Our program not only guarantees your appearance on your local news station or in a major publication, but positions you as an expert, helps you gain credibility and trust and builds brand awareness in your community. Let’s face it—publicity matters. Publicity… Read More


What’s the New Status Quo for Investments?

ChangePath: Investment Platforms 101

The outsourced investment management approach began ever so slowly, but as the industry responded to the challenges and regulations of recent years, advisory firms embracing turnkey asset management platforms (TAMPs) has reached critical mass. How many are embracing TAMPs? Around $3 trillion is running on TAMPs, pushing out traditional in-house portfolio construction assets under management… Read More