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Summary: Finra’s guidance to financial advisors on the use of social media is now six years old, which means the industry has already adopted some best practices, one commentator writes on Forbes.
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Summary: Whether you’re a small independent advisor or large financial firm, there are 11 key items you need to have on your website. These items will help you reach people more organically and truly connect with your current and prospective clients.
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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.
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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?”
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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.
