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Summary: As financial advisory firms embrace technology to stay competitive and enhance in-house operations and relationships with clients, they should consider this: “Technology is the great equalizer among firms big and small,” according to Evan LaHuta, head of client experience at BNY Mellon. “Everyone starts to look the same, so how do you add value?”
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Summary: Here is a sobering statistic from Tom Nally, head of advisor services at custodian TD Ameritrade Institutional: Ninety percent of advisors have more than 50 percent of their clients already in “de-cumulation” mode.
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Summary: Best interest. Act in the client's best interest. Put the client's best interest ahead of your own. Regulation Best Interest.
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Summary: Advisers often talk about the importance of building relationships with clients, but many still struggle to connect with the client's entire family. Especially the next generation..
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Summary: Subconscious fear hobbles salespeople more than anything else — but it’s easy to change from being timid and reactive to being bold and proactive, Alex Goldfayn, CEO of The Revenue Consultancy, whose clients include Amazon and Sprint, tells ThinkAdvisor in an interview.
