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Kitces to Advisors: Don't Fear Robos

Added on January 2017 in Manage Your Practice
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Summary: “Technology is not a threat, but an opportunity, if you build on that technology and add value,” Kitces told financial advisors in his presentation at the Inside ETFs 2017 conference underway in Hollywood, Florida.

How financial advisers can prepare clients for potential life-altering events

Added on January 2017 in Manage Your Practice
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Summary: We plan for weddings, vacations, retirement, education, concerts, dinners, errands and appointments. We plan for just about everything in our lives, but no one plans on getting sick or becoming disabled. Ironically, this highlights the importance of preparing clients for potential life-altering events.

Don't Let Success Interfere With Your Work

Added on January 2017 in Manage Your Practice
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Summary: Have we lost our way? A danger of success is that we look at how things have turned out and then create a story about why that is so. And somehow our story becomes the story—it is repeated and amplified as if it were true. We spend our time with those who share our story and cast aside those who don’t.

Content Is King! But Without Amplification You're Dead in the Water

Added on January 2017 in Manage Your Practice
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Summary: As the marketing landscape continues to evolve at a breath-taking pace, it's never been more important to keep up with the trends, technology, behaviours and preferences driving buying behaviours. No surprise then that every marketer on the planet seems to using the start of another new year as an opportunity to look ahead to what may - or then again may not - lie in store for us in 2017.

New cybersecurity regulation hits New York financial firms March 1

Added on January 2017 in Manage Your Practice
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Summary: New cybersecurity rules for some financial services providers are set to take effect March 1 for firms doing business in New York, and the new requirements may be showing up around the nation before too long.

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