Allen Williamson

About the Author

Allen Williamson

Allen Williamson  is managing director and head of the Strategic Partnerships Group at Guggenheim Investments. He can be reached at allen.williamson@guggenheiminvestments.com or 917.386.0395

• What Works in Client Communications? Getting Personal

  By Allen Williamson  |  December 12, 2012

  Spurred by the financial crisis and recession, advisors now favor more high-touch communications with clients, including in-person meetings and telephone calls.

• Best Practices of Successful RIA Firms

  By Allen Williamson  |  November 14, 2012

  Aiming for consistently high growth, profitability and performance is almost guaranteed to make your firm better.

• To Succeed, Get Your Service Mix Right, Advisor

  By Allen Williamson  |  October 10, 2012

  In building an investment advisory business, providing the right mix of services, and focusing on how they are delivered, is critical for practice success.

• How Marketing and Client Relations Cement a Successful Advisory Business

  By Allen Williamson  |  September 12, 2012

  The sometimes arduous effort to win and keep clients is the best foundation for a successful firm. But make sure you're targeting the right clients.

• Savvy Advisors Are Turning to ETFs

  By Allen Williamson  |  August 7, 2012

  The latest AdvisorBenchmaking report found that 54% of advisors are likely to increase their use of ETFs in the near future.

• Three Ways to Improve Your Knowledge About Alternatives

  By Allen Williamson  |  July 11, 2012

  By combining traditional and alternative investments, investors may have the potential to profit within a variety of market environments.

• Media Relations Strategy Can Help You Beat the Competition

  By Allen Williamson  |  June 14, 2012

  The latest AdvisorBenchmarking survey shows few advisors rely heavily on a media relations program to acquire or keep clients. This is likely a mistake.

• 3 Ways to Find New Clients More Efficiently

  By Allen Williamson  |  May 10, 2012

  Rydex AdvisorBenchmarking report shows “new normal” of RIAs spending more of their time on client acquisition and maintenance. Here’s how to be efficient while doing so.