Tomorrow, our live training webinar will go over using account groups, entities, and account owners for client reporting.
Hope to see you there!
https://t.co/rj4uDPstkb
Tomorrow, our live training webinar will go over using custom assets and CSV imports to track assets manually.
Here is the link to register:
https://t.co/0KHgcvoU9l
The next milestone will be processing the first complete set of Schwab files on Tues night.
If you have any questions, please reach out to us at [email protected].
This morning, we completed the first step in converting TD accounts to Schwab (@Schwab4RIAs) accounts. We are excited to share that this initial process converted over 99.9% of TD account balances. ๐
As of today, former TD accounts are now shown as Schwab accounts with Schwab account numbers. All prior settings and households are preserved, since we handled this as an account number change in our system, without creating new accounts.
Only about 35% of all Americans work with a financial advisor.
A survey found that of 3,003 people, 623 indicated that they currently work with an advisor, and it also found that 3 in 5 perspective clients have an emotional driver that pushed them to speak with an FA.
3/ If your TD rep code is not currently connected on Capitect, we strongly recommend that you do so prior to the transition so we can download your full history of TD files. TD is expected to stop authorizing new 3rd party data feeds very soon.
๐ This month, we would like to highlight a previous webinar that went over advanced reporting with goals, entities, and account owners.
Here, you will learn about setting up entities, establishing account ownership, and more.
4. Referrals, referrals, referrals! ๐
Word-of-mouth advertising will always be powerful.
Creating incentives for clients to refer you to friends and family is one way to increase those referrals.
As a financial advisor, it is important to generate consistent leads.
However, some financial advisors may find it to be very difficult. The reason is that FAโs are not using the correct strategies. ๐ค
Here are four tips on how to increase and generate leads.
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3. Taking advantage of SEO ๐จ๏ธ
Looking up best practices for SEO will help your website appear when people are searching for financial advisors. Taking the time to set up a Google My Business page will help create a free listing that connects to Google Maps.