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Summary: Evident from changes in legislation, technology and customer expectations the traditional wealth management model is not sustainable to service today and tomorrows connected customers.
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Summary: Asking certain types of clients for referrals can better an adviser's odds of getting that valuable recommendation that leads to new business.
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Summary: Understanding how to best utilize technology and the digital space can be transformational for your practice. Despite our heavy dependence on the internet for almost everything today, most independent advisors still don’t understand the digital space as it relates to their practice.
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Summary: Here is a question. Can you give me ten reasons I should do business with you (or your company)? I’m talking about good reasons. Reasons that would make me take notice. Reasons that would make you stand out.
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Summary: Should you be Facebook friends with your clients? Absolutely. Why not? Our studies have shown five years of evidence that getting social improves the business relationship. The larger question to us is when and how should you do it?
