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Summry: The J.D. Power 2017 Advisor Satisfaction Study contains a counterintuitive finding: There's an inverse correlation between top advisers and their overall satisfaction:
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Summary: In days gone by Customer Relationship Management (CRM) systems were used as little more than simple marketing machines. They contained enough information to know who your clients were and how to contact them, and perhaps even had some prospects in there, and be able to produce a mail merge to run a marketing campaign to them.
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Summary: In true entrepreneurial fashion, most financial advisers excel at the technical side of their business — financial planning, investment management and other areas — yet wallow in a bastion of mediocrity when it comes to running their businesses.
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Summary: Stories abound about people over 50 losing jobs and being forced to reinvent themselves, sometimes with very happy endings. But what about those who are fortunate enough to have jobs, but don’t love — or even like — their work anymore?
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Summary: Financial advisors report stress levels 25 percent higher than the national norm, according to a survey by FlexShares Exchange Traded Funds. The survey of nearly 700 advisors found that compliance and regulatory issues (29 percent) and challenges of growing their practices (25 percent) were the biggest stress inducers for advisors. Work-life balance (12 percent), “wear multiple hats” (10 percent) and tracking the state of the markets (8 percent) were the next biggest stressors for advisors.
