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Summary: Turns out Youtube is more than just a website for music videos and cat clips — viewers appreciate educational and informational segments, as well."Every day, people watch hundreds of millions of hours on Youtube," Sundar Pichai, chief executive of Google, said during parent company Alphabet Inc.'s most recent earnings call. "People turn to Youtube because they want to research, buy or fix a product."Advisers can take advantage of this trend by offering research-driven videos.
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Summary: The Securities and Exchange Commission’s chief of staff, Andrew “Buddy” Donohue, is challenging chief compliance officers to be “proactive” by focusing on nine priorities, and quelling CCOs’ fears that their elevated roles will expose them to “increased personal liability.”
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Summary: Whether you are following the presidential election debates or discussing financial advice, you can’t escape finding some reference to authenticity. With the American people sick and tired of phoniness from the services they buy to the politicians they elect, the search for authenticity permeates the culture.
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Summary: Service and scale are key areas where advisors can use technology to improve their business, according to Mitch Caplan, CEO of Jefferson National. Caplan recently participated in a panel at Peak Advisor Alliance’s Excell conference in Omaha, and shared some of the ideas he presented there with ThinkAdvisor on Tuesday.
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Summary: Sales responsibilities and strategies usually fall on the shoulders of people at the highest level of the organization. As a result, time management and prioritization become major factors. Rather than try to tackle all things at once, firms need to organize their efforts most effectively. Here are three things that we’ve identified as low hanging fruit.
