Resources

NEWSLETTERS

  1. June 2017: Keeping Up With The Trends
  2. May 2017: Helping You Hire The Best People
  3. April 2017: Are You Keeping Up With The Trends?
  4. March 2017: Good Trump. Bad Trump.
  5. February 2017: Is Your Business Growing?
  6. January 2017: Cautiously Nervously Optimistic
  7. December 2016: The Trump Era Is Set To Begin
  8. November 2016: The Sun Still Came Up
  9. October 2016: It’s Almost Election Day – Thank Goodness!
  10. September 2016: The Fed That Cried Wolf
  11. August 2016: A Two-Step Process To Grow Your Business
  12. July 2016: Brexit Schmexit?
  13. June 2016: Warning to Advisors: Don’t Waste Your Summer
  14. May 2016: Can You Trump This?
  15. April 2016: The Fiduciary Rule – What Should You Do?
  16. March 2016: Robo-Advisors: Threat or Opportunity?
  17. February 2016: The Fed Confounds Again
  18. January 2016: Off To A Bad Start

PRESENTATIONS

  1. Top 10 Predictions For 2016
  2. Top 10 List – Establishing Relationships and Trust
  3. Top 10 List – Getting The Edge On Other Managers
  4. Top 10 List – Winning a Finals Presentation
  5. Building A Proprietary Fee-Based Platform
  6. Client Servicing And Client Retention
  7. Design + The Right Content = Success
  8. Business Planning for Advisory Firms
  9. Making a Case for Emerging Managers

WHITE PAPERS

  1. Robo-Advisors: Threat or Opportunity?
  2. Is Your Brand Still Relevant?
  3. The Keys To A Captivating Website
  4. Protecting Clients From Themselves
  5. Create a Buzz to Grow Your Business
  6. Can You Articulate Your Value Proposition?
  7. Refresh and Extend Your Brand
  8. On-Line and On-Point: A Guide to Social Media Success
  9. Creating a Successful Marketing Strategy
  10. Gaining Referrals ASAP
  11. Your REBOUND PLAN for Future Growth
  12. Transparency = Client Confidence = Client Retention
  13. Success – As Measured by Client Service
  14. The Importance of YOUR Brand
  15. The Truth About Fees
  16. Creating a Compelling Client Experience
  17. Find Your Niche – Grow Your Business!
  18. Thriving Amid Chaos

UPCOMING SPEAKING ENGAGEMENTS

November 16, 2016 – Investment Management Institute’s 34th Annual Consultants Congress – Cornell Club, New York City. Panel discussion entitled “Building Value Through Client Service.”

Please refer to the Unlocking Real Value Blog to see AK Advisory Partners and Andy Klausner in the press (articles written by him and articles in which he is quoted).