In the News
In the News provides access to articles, write-ups and references to Quantuvis Consulting in the press.
Do You Have the Right Personality for Wealth Management?
More and more, financial advisors seeking greener pastures in private banking and wealth management are having to contend with a variety of evaluation tools beyond the traditional interview drill, including some that measure your personality.
By: Janet Aschkenasy, eFinancialCareers, September 28, 2011
The New Advisor-Client Paradigm
Clients aren’t the only ones reeling from the recession; what can advisors do to recover their self-confidence and motivation?
By: Savita Iyer-Ahrestani, AdvisorOne, July 1, 2011
Referrals worth their weight in gold
Satisfied customers and professional contacts are your best source of finding new clients
By: Liz Skinner, Investment News, June 19, 2011
The Next Collapse
For the past several months, I've been working on a new conference, The Business & Wealth Management Forum in Chicago (Oct. 13-15), (sign up here), creating a "dream team" program schedule that includes Don Phillips Bill Bengen, Harold Evensky, Stephanie Bogan, Michael Kitces, Tom Giachetti, George Tamer, Mark Tibergien, Matt Lynch, David Reichart, Michael Aronstein, John Rogers, David Marcus, Jerry Miccolis and Gary Miller.
By: Bob Veres, Financial Planning, June 16, 2011
What a slew of recent RIA surveys say about the firms' hunger for growth
Firms are ready to hire and recruit investors but they're aware that pitfalls abound.
By: Lisa Shilder, RIABiz, June 16, 2011
Why Your Firm Needs Human Capital
What does the term ‘human capital’ mean for the way you run your practice? Obviously, it has something to do with getting the most out of the people on your team so that they contribute to a financial advisory practice’s bottom line.
By: Donna Mitchell, Financial Planning, June 13, 2011
Firms still reluctant to hire newbies
There are probably more financial planning jobs available than at any time since before the 2008 market crash, but that doesn't mean that it is any easier for employers and entry-level job hunters to make a deal.
By: Lavonne Kuykendall, Investment News, June 5, 2011
Financial Advisors Emphasizing Human Capital Reap Six Times More Revenue, Five Times Better Profits Than Firms Without These Practices
By: Genworth Financial, Sacramento Bee, May 31, 2011
Financial Advisors Emphasizing Human Capital Reap Six Times More Revenue, Five Times Better Profits Than Firms Without These Practices
By: PR Newswire Association, Insurancenewsnet.com, May 31, 2011
Independent Channel Seen As Most Profitable After Banner Years For Firm-Switching
Advisors increasingly see the independent channel as the most profitable, according to a new Fidelity survey.
By: Lisa Shidler, Forbes.com, April 26, 2011
Quantuvis Consulting featured on RIABiz Directory
Quantuvis Consulting is now part of the online publication for Registered Investment Advisors and those people who want to know more about them.
RIABiz.com, April 6, 2011
Building a Better, More Profitable and More Satisfying Business
Advisors are facing a ton of hurdles when it comes building a stronger business. Stephanie Bogan the founder of Quantuvis Consulting, a national consulting firm that specializes in business consulting to financial advisors and institutions, offered insights on how advisors can add new business, optimize operations and some succession planning tips.
Advisor TV, April 5, 2011
T3 Technology Conference Reports Record Attendance at 2011 Event, Announces Dates and Location for T3 2012
David Drucker and Joel Bruckenstein, producers of the T3 Technology Tools for Today™ newsletter and annual conference, today released additional statistics and comments about the sixth annual T3 conference, held at the Grand Hyatt Weston in Florida February 16–19th, 2011.
PRNewswire.com, March 30, 2011
TAMP Assets Came Easily To Genworth, Envestnet And Loring Ward In 2010 And The Fourth Quarter Sizzled
The RIA channel is the fastest growing because it sells process and not products. TAMPs sell process in a box to advisors with help from teams of experts specialized in choosing managers and building portfolios. It seems, on paper, like they should be prospering. Some of them are.
By: Brooke Southall, Forbes.com, March 10, 2011
Fidelity launches gigantic referral database to give advisors a shortcut to wealthy prospects
Advisors gain from referrals, but hate asking for them.
By: Lisa Shidler, RIABiz, March 4, 2011
Better Practices
Now, more than ever, advisors need practical advice on how to improve their productivity and profitability.
By: John McCormick, Editorial Director, Financial Planning, March 1, 2011
Practice Management Challenges
Industry experts take a close look at the toughest problems advisors face when running a financial planning practice.
By: Pat Durner, Financial Planning, March 1, 2011
The Advisor Retirement Crisis
The industry has no plan in place to replace an aging population of advisors.
By: Ellen Uzelac, Research Magazine, February 25, 2011
An Advisor's Photo Essay from the T3 Conference
Advisor Mike Byrnes sent some images highlighting the event in Weston, Fla.
Bank Investment Consultant, February 2011
Big Ideas
Advisors describe the creative plans they have grow their businesses.
By: Andrew Gluck, Financial Advisor Magazine, February 2011
Advisers face soaring health coverage costs
Smaller firms' premiums due to increase by about 20%
By: Lisa Shidler, Investment News, October 24, 2010
Due diligence unduly important in tight job market
‘Desperate' candidates going to great lengths to get hired by advisory firms; diploma with typos
By: Lisa Shidler, Investment News, October 11, 2010
Change is Good
This is our second 40th anniversary issue-the fall installment-and instead of looking backward, we're turning toward the future.
By: Marion Asnes, Financial Planning, October 1, 2010
Looking at financial pros through mud-colored glasses
Still smarting, clients scrutinize new advisers more carefully before making a move.
By: Lisa Shidler, Investment News, September 12, 2010
Maximizing Success Without Enforcing Minimums
(Dow Jones) For financial advisors, an obvious path to success is to seek out clients with deep pockets. And that would seem to mean shunning prospects who fall below a certain minimum—say, $1 million in assets to invest.
FA-Mag.com, September 2, 2010
Many Wealth Managers Lack Marketing Plan
Wealth advisors say client referrals are the primary drivers for growth, according to a survey conducted by Quantuvis Consulting and sponsored by wealth management firm Genworth Financial.
By Taylor Riggs, Fundfire.com, August, 31 2010
Genworth Study: Advisors Need Proactive Marketing Strategies
A recent study from Genworth Financial and Quantuvis Consulting found advisors are sorely lacking in marketing skills. Fewer than one-third of advisors surveyed said they have a marketing plan. Of those, most aren't fully implementing their plan.
By Danielle Andrus, InvestmentAdvisor.com, August, 20 2010
Most Advisors Have No Marketing Strategy
Only a third of advisors have a marketing plan and only a third of that group actively implements it, according to Quantuvis, a Redlands, Calif.-based practice-management consulting firm owned by Genworth.
By Howard J. Stock, Bankinvestmentconsultant.com, August, 20 2010
Getting to Know You
Here are 10 Ways Forward-Thinking Advisors are Systematically Engaging Clients
By Ellen Uzelac, Researchmag.com, July 1, 2010
A Profession Comes of Age
The financial planning industry enters its fifth decade tested by the worst financial crisis since the Great Depression. And yes-adversity has made the industry stronger, in some surprising ways.
By Bob Veres, onwallstreet.com, May 1, 2010
How Top Financial Advisors Beat Others
(Dow Jones) The best advisors aren't just beating their peers. The numbers show them practically pounding them into the ground.
fa-mag.com, April 5, 2010
What's Your Advice Worth
Charging the right price is a crucial yet delicate task.
By Ellen Uzelac, Researchmag.com, April 1, 2010
Life Style Referrals
Savvy financial firms understand that acquiring new clients is more than just getting one customer to give them a recommendation.
By Lauren Barack, onwallstreet.com, April 1, 2010
The Right Way to Fire Your Clients
Advisers should end lousy relationships — and fast — to avoid more pain later.
By Lisa Shidler, Investment News, March 21, 2010
Constellation Wealth Advisors Nabs a Major Rainmaker
Silicon Valley RIA practice hopes that Steve Bono can jump start its $4 billion practice.
By Brooke Southall, RIABiz.com, March 9, 2010
Technology Conference Addresses Advisor Needs
Technology is both a vital—and for some people, a vexing—part of a financial advisory practice. But the former can be enhanced and latter minimized if advisors take the right approach to buying the latest software products, said consultants at the Technology Tools for Today conference.
FA-Mag.com, February 22, 2010
Go Beyond the Call of Duty - Just Not For Everyone
Determining which clients are worth more attention can be tricky.
By Lisa Shidler, Investment News, February 21, 2010
Measure What Matters
By keeping track of the right information, you can discover what your current profitability is—and how to get it where you want it to be.
By Deena Katz, Financial Planning, October 1, 2009
A New Kind of Consultant
Best Practices Study Series: "There is some real benefit here to many advisors for a minimal time commitment..."
By Joel P. Bruckenstein, Morningstar Advisor, June 11, 2009
Counting the Change
"Participating in the Best Practices Study Series is a very different proposition from the FA Insight and Moss Adams studies..."
By Bob Veres, Inside Information, May 2009
10 Tips to Winning in Tough Times
Clients have never been more jaded, or advisors more fatigued. And no wonder.
By Ellen Uzelac, Research Magazine, January 1, 2009
Got Marketing?
A turbulent market is the best time to execute on strategies that can deepen existing client relationships and bring new ones to the door.
By Ellen Uzelac, Research Magazine, September 1, 2008
Marketing Re-Defined
Take your business to the next level.
Impact, October 31, 2007
Adjust Your Focus
Your most profitable clients aren't necessarily determined by their net worth.
By Bob Veres, Financial Planning, October 2, 2007
Raising the Bar
Are you managing growth or is it managing you? It's an issue that's top of mind for successful advisors, no matter the stage in your career.
By Ellen Uzelac, Research Magazine, November 1, 2006
The Thing You Can't Ignore (anymore)
Seven industry experts discuss the topic of practice management.
By Elizabeth O'Brien, Financial Planning, November 1, 2006
Hitting the Wall
Opportunity may be knocking, but you're too overwhelmed to open the door.
By Bob Veres, Financial Planning, February 1, 2006
Systematizing for Success
Smart marketing is built on systems that are not adviser-driven
Impact Post-Conference Report, 2006
Excess of Success
Today's biggest practice management issue is how to cope effectively with too much opportunity.
By Bob Veres, Inside Information, December 2005
It Can Pay to Keep Your Bases Loaded
Coaching can help you take your business to the next level.
By Kristina Pleiman
In the News
In the News provides access to articles, write-ups and references to Quantuvis Consulting in the press.
TAMP Assets Came Easily To Genworth, Envestnet And Loring Ward In 2010 And The Fourth Quarter Sizzled
The RIA channel is the fastest growing because it sells process and not products. TAMPs sell process in a box to advisors with help from teams of experts specialized in choosing managers and building portfolios. It seems, on paper, like they should be prospering. Some of them are.
By: Brooke Southall, Forbes.com, March 10, 2011
Fidelity launches gigantic referral database to give advisors a shortcut to wealthy prospects
Advisors gain from referrals, but hate asking for them.
By: Lisa Shidler, RIABiz, March 4, 2011
Better Practices
Now, more than ever, advisors need practical advice on how to improve their productivity and profitability.
By: John McCormick, Editorial Director, Financial Planning, March 1, 2011
Practice Management Challenges
Industry experts take a close look at the toughest problems advisors face when running a financial planning practice.
By: Pat Durner, Financial Planning, March 1, 2011
The Advisor Retirement Crisis
The industry has no plan in place to replace an aging population of advisors.
By: Ellen Uzelac, Research Magazine, February 25, 2011
An Advisor's Photo Essay from the T3 Conference
Advisor Mike Byrnes sent some images highlighting the event in Weston, Fla.
Bank Investment Consultant, February 2011
Big Ideas
Advisors describe the creative plans they have grow their businesses.
By: Andrew Gluck, Financial Advisor Magazine, February 2011
Advisers face soaring health coverage costs
Smaller firms' premiums due to increase by about 20%
By: Lisa Shidler, Investment News, October 24, 2010
Due diligence unduly important in tight job market
‘Desperate' candidates going to great lengths to get hired by advisory firms; diploma with typos
By: Lisa Shidler, Investment News, October 11, 2010
Change is Good
This is our second 40th anniversary issue-the fall installment-and instead of looking backward, we're turning toward the future.
By: Marion Asnes, Financial Planning, October 1, 2010
Looking at financial pros through mud-colored glasses
Still smarting, clients scrutinize new advisers more carefully before making a move.
By: Lisa Shidler, Investment News, September 12, 2010
Maximizing Success Without Enforcing Minimums
(Dow Jones) For financial advisors, an obvious path to success is to seek out clients with deep pockets. And that would seem to mean shunning prospects who fall below a certain minimum—say, $1 million in assets to invest.
FA-Mag.com, September 2, 2010
Many Wealth Managers Lack Marketing Plan
Wealth advisors say client referrals are the primary drivers for growth, according to a survey conducted by Quantuvis Consulting and sponsored by wealth management firm Genworth Financial.
By Taylor Riggs, Fundfire.com, August, 31 2010
Genworth Study: Advisors Need Proactive Marketing Strategies
A recent study from Genworth Financial and Quantuvis Consulting found advisors are sorely lacking in marketing skills. Fewer than one-third of advisors surveyed said they have a marketing plan. Of those, most aren't fully implementing their plan.
By Danielle Andrus, InvestmentAdvisor.com, August, 20 2010
Most Advisors Have No Marketing Strategy
Only a third of advisors have a marketing plan and only a third of that group actively implements it, according to Quantuvis, a Redlands, Calif.-based practice-management consulting firm owned by Genworth.
By Howard J. Stock, Bankinvestmentconsultant.com, August, 20 2010
Getting to Know You
Here are 10 Ways Forward-Thinking Advisors are Systematically Engaging Clients
By Ellen Uzelac, Researchmag.com, July 1, 2010
A Profession Comes of Age
The financial planning industry enters its fifth decade tested by the worst financial crisis since the Great Depression. And yes-adversity has made the industry stronger, in some surprising ways.
By Bob Veres, onwallstreet.com, May 1, 2010
How Top Financial Advisors Beat Others
(Dow Jones) The best advisors aren't just beating their peers. The numbers show them practically pounding them into the ground.
fa-mag.com, April 5, 2010
What's Your Advice Worth
Charging the right price is a crucial yet delicate task.
By Ellen Uzelac, Researchmag.com, April 1, 2010
Life Style Referrals
Savvy financial firms understand that acquiring new clients is more than just getting one customer to give them a recommendation.
By Lauren Barack, onwallstreet.com, April 1, 2010
The Right Way to Fire Your Clients
Advisers should end lousy relationships — and fast — to avoid more pain later.
By Lisa Shidler, Investment News, March 21, 2010
Constellation Wealth Advisors Nabs a Major Rainmaker
Silicon Valley RIA practice hopes that Steve Bono can jump start its $4 billion practice.
By Brooke Southall, RIABiz.com, March 9, 2010
Technology Conference Addresses Advisor Needs
Technology is both a vital—and for some people, a vexing—part of a financial advisory practice. But the former can be enhanced and latter minimized if advisors take the right approach to buying the latest software products, said consultants at the Technology Tools for Today conference.
FA-Mag.com, February 22, 2010
Go Beyond the Call of Duty - Just Not For Everyone
Determining which clients are worth more attention can be tricky.
By Lisa Shidler, Investment News, February 21, 2010
Measure What Matters
By keeping track of the right information, you can discover what your current profitability is—and how to get it where you want it to be.
By Deena Katz, Financial Planning, October 1, 2009
A New Kind of Consultant
Best Practices Study Series: "There is some real benefit here to many advisors for a minimal time commitment..."
By Joel P. Bruckenstein, Morningstar Advisor, June 11, 2009
Counting the Change
"Participating in the Best Practices Study Series is a very different proposition from the FA Insight and Moss Adams studies..."
By Bob Veres, Inside Information, May 2009
10 Tips to Winning in Tough Times
Clients have never been more jaded, or advisors more fatigued. And no wonder.
By Ellen Uzelac, Research Magazine, January 1, 2009
Got Marketing?
A turbulent market is the best time to execute on strategies that can deepen existing client relationships and bring new ones to the door.
By Ellen Uzelac, Research Magazine, September 1, 2008
Marketing Re-Defined
Take your business to the next level.
Impact, October 31, 2007
Adjust Your Focus
Your most profitable clients aren't necessarily determined by their net worth.
By Bob Veres, Financial Planning, October 2, 2007
Raising the Bar
Are you managing growth or is it managing you? It's an issue that's top of mind for successful advisors, no matter the stage in your career.
By Ellen Uzelac, Research Magazine, November 1, 2006
The Thing You Can't Ignore (anymore)
Seven industry experts discuss the topic of practice management.
By Elizabeth O'Brien, Financial Planning, November 1, 2006
Hitting the Wall
Opportunity may be knocking, but you're too overwhelmed to open the door.
By Bob Veres, Financial Planning, February 1, 2006
Systematizing for Success
Smart marketing is built on systems that are not adviser-driven
Impact Post-Conference Report, 2006
Excess of Success
Today's biggest practice management issue is how to cope effectively with too much opportunity.
By Bob Veres, Inside Information, December 2005
It Can Pay to Keep Your Bases Loaded
Coaching can help you take your business to the next level.
By Kristina Pleiman
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