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Summary: Imagine arriving to work in the morning — the lights already powered on, the temperature set the way you like it, the coffee brewed — and being greeted by an assistant that spent all night preparing a prioritized list of opportunities for you and your clients.
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Summary The SEC is keeping an eagle eye on RIAs who overcharge their clients or incorrectly bill them.
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Summary: Years ago, in a meandering conversation on what advisors need to be successful, the successful advisor and author Susan Hirshman caught me up short by telling me that it’s only one thing that advisors want and need to be successful: new, good clients.
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Summary: Years ago, when I worked as a financial advisor at a major brokerage firm, we learned highly sophisticated ways to analyze clients’ investment ideas so we could consistently tell them “no.”
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Summary: If you are an independent financial advisor looking to find an untapped pool of retirement-ready prospects, look no further than social media marketing, and specifically, advertising on Facebook. It offers a unique set of values to financial advisors unlike any other online or offline marketing platform available today.
