0 visitor like this article | Viewed 2644 times | 0 comment
Summary: Some industry experts expect consumers will increasingly earn income from nontraditional, un-salaried jobs and believe advisers stand to benefit from this so-called "gig economy."
0 visitor like this article | Viewed 2690 times | 0 comment
Summary: Client events should be an integral part of every advisor’s business plan. When done right, they can be a great way to build trust with existing clients, attract new prospects and drive sales. However, with all the demands on your clients’ time, it can be increasingly difficult to organize a memorable event that clients truly want to attend. The one-size-fits-all retirement seminar or steak dinner may not cut it anymore as clients have come to expect more meaningful and personalized experiences.
0 visitor like this article | Viewed 2914 times | 0 comment
Summary: In the past, the small business owner could get by without being an active CEO. But those days are long gone! Today, you must wear many hats (or hire others to wear them) — including HR manager, marketer and CFO — to keep your firm healthy and growing.
So where do you start? Here are six best practices to help prioritize your mental checklist.
0 visitor like this article | Viewed 1 time | 0 comment
Summary: Life seldom takes you where you expect. Since 2008, Life Planning Partners has grown to four advisors and an office manager with a part-time administrative assistant. We now serve 95 client families: Our niche is the millionaire-next-door DIYer who recognizes that their finances have become too complicated to do well on their own.
0 visitor like this article | Viewed 2725 times | 0 comment
Summary: Instead of thinking about technology disruption as linear change, high beam thinkers are better at taking current events and extrapolating what will come five or even 10 years down the road, said Mr. Klososky, founding partner, TriCorps Technologies, at a recent symposium in New York sponsored by BNY Mellon's Pershing.
