ValueOne Tips

Drill Down to View All Accounts for a Household

February 13, 2017

Increase your efficiency with this new ValueOne feature: You can now drill down to view all the accounts for a household from both the “My Lists Households” and the “Client…

Using the Client Segmentation Screen

January 13, 2017

Focusing on your deepest client relationships is one of the best ways to grow your business. ValueOne has a number of features that can help you do just that. For…

Determining the Depth of your Client Relationships

November 8, 2016

Client retention and attrition are metrics to which every financial advisor who wants to grow his or her business needs to pay close attention. Whether planning for growth, succession or…

Working as a Team is more Popular than Ever

September 9, 2016

The percentage of advisors who work as part of a team rose from 50% in 2012 to 57% in 2015, as more and more firms encourage advisors to work together….

Average Age of Advisory Clients Rises

August 5, 2016

Shifting demographics continue to present significant long-term challenges to advisors.  In 2015, the average client age rose to 62.1 from 61.5 in 2014. Interestingly, the average age of new clients…

Deepening Client Relationships

July 6, 2016

Advisors today work with fewer clients, manage more of their assets and service more of their needs. In 2015, we saw a record high in accounts per household (2.9 in…

Advisors Continue to Pursue Quality over Quantity

June 7, 2016

One of the best ways to grow your business and increase client retention is to deepen your client relationships by becoming the primary advice provider to clients. An excellent indicator…