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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.

RIAs merging at a record clip, more breakaways become RIAs​

Added on January 2017 in Manage Your Practice
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Summary: Consolidation in the registered investment adviser space has become fast and furious, with no slowdown in sight, according to the latest research from Echelon Partners.

Everything You Know About Marketing Is Wrong

Added on January 2017 in Manage Your Practice
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Summary: Most advisors have heard the same marketing mantras: Look for opportunities to talk about business, deliver that value proposition that positions you as the most interesting person in the room, ask for the order, always ask for referrals, don’t mix business with pleasure, and the list goes on.

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