News & Press
InvestmentNews

Investment News – January 31, 2016
The Next Big Thing In Retirement Advice | Christine Gaze

Guidance for plan sponsors on how to motivate employees to get beyond their 401(k) inertia. As implementation of features like auto-enrollment and auto-escalation become common, advisers that have dedicated their practice to serving retirement plans are redefining their role.

Click here to read more.

onwallstreet
On Wall Street – January 6, 2016
How to Engage Advisors for a Better Team | Christine Gaze
 
Engagement with advisors is a huge driver for productivity and retention, yet team leaders often evaluate it with their guts rather than objective criteria.You need hard data to know for sure whether you have created an environment that is ripe for engagement.

Click here to read more.

TheWallStreetJournal

Wall Street Journal – September 10, 2015
Help Junior Advisors Live Up to Your Expectations
Veronica Dagher

Here are four common mistakes that experienced advisors make with new hires and tips to avoid them. Christine Gaze offers insights from Billion plus dollar advisory teams on mentoring junior advisors.

Click here to read the full article (WSJ online subscription required).

InvestmentNews

Investment News – August 14, 2015
5 Tips toBoost Adviser's Productivity | Christine Gaze

The adviser's most important role and the one that generates the biggest payoff is connecting with clients. If you consider this the core of the circle, the farther an adviser gets from client-related activity, the greater the potential drag on productivity.Some of the most common time sucks are:1. Email jail and the ensuing administrative work.

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TheWallStreetJournal

Wall Street Journal – August 5, 2015
How Advisers Can Make Smarter Use of Their Time
Veronica Dagher

Establishing effective referral partnerships with other professionals, such as accountants, is a common focus for advisers. Yet many advisers spend countless hours and waste dollars on lunches in pursuit of a person who has no interest in establishing a referral relationship, says Ms. Gaze in New York.

Click here to read the full article (WSJ online subscription required).

FinancialPlanning

Financial Planning – June 30, 2015
37 Smart Ways to Upgrade Your Practice | Andrew Shilling and Rachel Elson

Industry experts offer tips abound.  Christine Gaze contributes smart tactics to for enhancing advisor practices including: Becoming an Elder Care Resource, Being Known for Something, and Devoting Time and Focus to Coaching.

Click here to read the full article.

FinancialPlanning

Financial Planning – March 30, 2015
6 Smart Tips From Practice Management Dream Team | Lee Conrad

Great ideas from a team of practice management experts:  Joni Youngwirth, Common Wealth Financial Network's managing principal for practice management; Fidelity Investments executive vice president, David Canter; and Christine Gaze, president of Purpose Consulting Group.
Here are 6 of their most interesting suggestions...

Click here to read the full article.

FinancialPlanning

Financial Planning – January 1, 2015
Forecast: Big RIA Trends to Watch | Christine Gaze

This is a critical time for the industry, with demographic and technological shifts creating tectonic pressures. Christine Gaze offers are a few trends all advisors should follow.

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FinancialPlanning

Financial Planning – November, 2014
Swim Lessons | Christine Gaze

Don’t throw new advisors into the deep end. Here are a few smarter ways to help them. Christine Gaze explains the undeniable best way to develop young advisors by putting them in a position to flourish is apprenticeship.

Click here to read the full article.

InvestmentNews

Investment News – October 21, 2014
How to Successfully Engage Executive Female Clients | Christine Gaze

A recent research report from Bank of America U.S. Trust highlighted the growing prowess of executive women, who might just be the most exciting emerging wealth segment. There is a compelling narrative for financial advisers to consider as women are becoming more educated, more confident in business, earn their own fortunes and take an active role in investment decisions.

Click here to read more.

TheWallStreetJournal

Wall Street Journal – August 27, 2014
How Advisers Become Better Bosses
Veronica Dagher

What makes someone a great adviser doesn't necessarily make for a great boss."Effective managers develop a "culture of learning," says Christine Gaze.  Many top advisory leaders seek out mentors, engage a credentialed coach, and enroll in formal training to fill in knowledge gaps. 

Click here to read the full article (WSJ online subscription required).

InvestmentNews

Investment News – August 7, 2014
How Saavy Financial Advisers Work With Successful Women | Christine Gaze

A compelling body of recent research shows that executive women are one of the most important wealth segments that savvy advisers need to keep on their radar.  Christine Gaze highlights two key tactics forward-thinking advisers are using to connect with this growing affluent market.

Click here to read more.

FinancialPlanning

Financial Planning – April 3, 2014
When to Fire a Toxic Client | Christine Gaze

When was the last time you fired a client?  Would it surprise you that mustering the moxie to do it is the mark of a great advisor?  Christine Gaze chronicles one advisor's story and highlights the culture-building ramifications to his action.  She concludes with 4 key tactics for sucking the poison out of your practice. Click here to read more.

FinancialPlanning

Financial Planning – December 2, 2013
Time to Hire a Professional? | Charles Paikert

Christine Gaze offers insights on the right time to hire, essential skills to look for and potential pitfalls.  “Getting human capital right is essential for advisors who have their sights set on exceeding $1billion in assets – and absolutely critical if they are at $1billion already.”  Click here to read more.

InvestmentNews


Investment News – November 8, 2013
Why Young Advisers Need Mentoring | Joyce Hanson

Christine Gaze on the value of junior associate programs: “The expectation that an advisor should be beating the pavement from Day One is inconsistent with advisors' need for succession planning with the next generation. The typical transition to a successor requires 10 years.” Click here to read the full article.

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