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Summary:Advisors who want to keep practices thriving for the long term need to start making inroads with millennials, the next generation of clients, a relationship consultant emphasized while speaking at the Women Advisors Forum.
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Summary: Today's advisory landscape presents unique challenges for advisers. The numerous forces at play are mostly outside advisers' control, including fee compression, consolidation, rising operating costs and highly correlated markets.
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Summary:Throughout my career, every adviser I've worked with has had the same goal — to increase revenue while maintaining or improving their quality of life. This is a daunting task for the majority of advisers in our industry and a reality for a select few. The question is, then, “How do you join that select group, or if you are already in the select group, how do you keep driving forward?”
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Summary: Research proves that 86% of advisors do not have distinct and/or consistent marketing and client acquisition strategies. As a financial advisor, progression is key when it comes to marketing, but relying on the same tactics and strategies you've used for previous years will not give you an advantage, nor will it keep you differentiated among your competition.
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Summary: If there is one trend that is abundantly obvious in financial services, it is the increasing use of mobile devices to access information and serve clients. The popularity of mobile devices such as tablet computers has contributed to this trend. And to meet the growing demand, many of the software companies that serve advisors have introduced mobile versions of their software, often at no additional cost. The question remains, though, whether those solutions are truly equal to desktop versions.
