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Summary: We recently sat down with Scott D. Welch, CIMA, Chief Investment Officer at Dynasty Financial Partners to discuss the growing popularity of third-party research platforms and other trends driving wealth management today. We also touched on his market outlook and thoughts on positioning client portfolios.
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Summary: NEW YORK CITY — “I don’t mean to sound cynical, but this is New York and people don’t fall for B.S.,” Josh professed as he segued into his real question, “Let’s face it, we’re all just stockbrokers, with similar platforms and similar products. How in the world can you really differentiate yourself from the thousands of advisors in the metropolitan area?”
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Summary: Technology is becoming a key component to any successful RIA firm. Using technology can streamline your operations work, enhance your client experience, and ultimately help you sign more prospects. But there are +100 advisor-focused technology solutions on the market! Considering which technology to invest in can be a daunting task.
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Summary: Though subconscious bias favors older white males when prospects choose a financial adviser, many professionals hoping to break through and make a standout first impression can heed the advice of these successful planners. Some say it's all about passion, while others focus on making the prospect feel comfortable and important.
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Summary: Have you been competing for work that you are more than qualified to perform, only to be underbid by your competition? Or maybe you have been the one underbidding, which leaves you no room for growth or prosperity.
