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Summary: Customer referrals, financial and non-financial events for clients and their friends, a visible media presence and involvement in community affairs are the best bets, experienced practitioners say.
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Summary: The concept of fiduciary duty might not yet be fully grasped by consumers, but it is starting to make inroads into mainstream discourse. Clients don't always know what it means to be a fiduciary, but they know they should ask if their adviser is one — and know the answer they want to hear.
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Summary: [Slide Show] The culture of a firm is what makes clients and employees want to join and stay, but business growth and some other factors can threaten even the strongest firm culture, said Ben Harrison, head of business development and relationship management at Pershing Advisor Solutions. He’s warning advisers to avoid making these mistakes that can cause an unraveling of the very fabric that made a firm succeed in the first place.
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Summary: I was talking with an advisor last week about how to get into conversations about what he does. He was relaying the story of going jogging with a friend who could be a good client but is, more importantly, connected to a large network of people who fit this advisors ideal client description.
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Summary: Young digital-first firms hoping to revolutionize the way advisers manage client finances and build their wealth claim they have run into resistance from major banks opposed to sharing financial data.
