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Summary: Two separate surveys, one by Smarsh Inc., a compliance company, and another by Cogent Reports' Advisor Media Consumption, which collects data on financial advisers, both found that advisers are breaking down the barriers and using social media for their businesses.
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Summary: If your LinkedIn profile reads more like a resume, you're making a huge mistake -- especially if you're hoping to land new customers. But don't just take my word for it. I recently talked with Mike Derezin, Vice President of LinkedIn Sales Solutions (and therefore a guy perfectly placed to know what helps small businesses gain new customers and build stronger business relationships), about ways you can create the perfect LinkedIn profile.
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Summary: I’ve always found ‘networking events’ are valuable on many levels for advisors, more than just the obvious one of business development. Here are four tips to help you make the most of your next networking event experience.
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Summary: Those working in business and finance industries rarely put in official time outside the conventional work hours, according to NPR’s interactive graph that utilizes data from the American Time Use Survey to track how people spend their days. The data shows the financial and business industries have one of the highest concentrations of employees working between 9 a.m. and 5 p.m., with a significant portion taking the lunch hour very seriously
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Summary: Despite the attention given to the fiduciary standard and robo-advisors, there remains another trend that has not been as widely covered but is changing wealth management: the demise of sole-practitioner advisors.
