0 visitor like this article | Viewed 2762 times | 0 comment
Summary: One of the lessons most successful advisors have learned is that they should seek out clients who are like them: people with the same values, goals and interests. People with whom they have a natural rapport.
0 visitor like this article | Viewed 2690 times | 0 comment
Summary: I love your book on Elite Teams; in fact I use it to help me lead my team,” Gerry exclaimed rather enthusiastically, and then asked, “What is your latest research saying about Elite Teams?”
0 visitor like this article | Viewed 3373 times | 0 comment
Summary: Growth is the name of the game for today’s RIA. The SEC, in its 2017 fiscal year budget proposal, stated, “From 2001 to 2015, assets under management of SEC-registered advisers increased approximately 210% from $21.5 trillion to approximately $66.8 trillion.” Among the factors fueling this growth in the RIA channel are tuck-ins, instances where a financial advisor or team of advisors join an existing RIA.
0 visitor like this article | Viewed 2618 times | 0 comment
Summary: One of the industry's largest life insurance companies recently filed a motion for secrecy in a lawsuit against them for allegedly singling out and charging certain policyholders substantially more for the cost of insurance. This is another example of efforts to keep policyholders and advisers in the dark, denying the information essential to the prudent selection and proper management of life insurance. This is also an opportunity for advisers to develop new business by adding a flashlight, a ruler, and a bag for money, to your toolbox.
1 visitor like this article | Viewed 2897 times | 0 comment
Summary: If financial advisers want to avoid being grounded before takeoff, there are valuable lessons from the unexpected technology breakdown that struck Delta Air Lines this week.
