Keith Pangretitsch

Planning and Advice

Discussing subpar performance with clients

The old adage that “It’s not what you say, but how you say it” holds true when speaking to clients about returns.

By Keith Pangretitsch |October 31, 2014

4 min read

Planning and Advice

Deliver the best advice

Clients want good advice. Here are three ways to make sure you deliver it.

By Keith Pangretitsch |December 17, 2012

2 min read

Planning and Advice

Should you be a specialist?

Specializing can be a winning strategy.

By Keith Pangretitsch |October 9, 2012

2 min read

Planning and Advice

3 strategies of great delegators

We’ve all heard about advisors who take extended vacations while still managing to have a successful practice. How? They’re great delegators.

By Keith Pangretitsch |September 17, 2012

2 min read

Industry

Do you manage too many products?

Do you know the number of products you manage? Many advisors don’t. Current research finds the average planner's book has more than 400 individual positions, when they should closer to 30.

By Keith Pangretitsch |August 13, 2012

2 min read

Market Insights

Why use corporate-class funds?

I recently found out one of the largest advisory teams in the country isn’t offering mutual fund corporation structures, or corporate-class funds, to clients. Even though these structures are more tax-efficient, these advisors simply sell investments without considering tax planning.

By Keith Pangretitsch |July 16, 2012

2 min read

Planning and Advice

Use this question to gain more clients

When I entered this business in the early 90s, it was seemingly easy to find clients. Now, competition has increased, and the industry's growth rate has receded from more than 20% per year to single digits. So to attract clients, ask one simple question.

By Keith Pangretitsch |June 11, 2012

2 min read

Planning and Advice

How to battle market fatigue

I was in a meeting with an advisor recently when the latest economic indictors flashed across the TV screen. “Watch this,” chuckled the advisor as he turned off the TV and comically waved his pen over his telephone like a magician waving his wand. Sure enough, the phone rang in a few seconds. The advisor […]

By Keith Pangretitsch |June 2, 2012

5 min read

Planning and Advice

How to stay motivated

With its frigid arenas and early-morning wake-ups, hockey season can be long and grueling. With the season over, I thought about my son's first year, and found some parallels to running a business.

By Keith Pangretitsch |May 14, 2012

3 min read