From Think Advisor
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Summary:Client segmentation is critical to an advisory firm’s growth, productivity and profitability, according to new research from Cerulli Associates.
From Think Advisor
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Summary: As a financial advisor, you assist clients in planning for their futures. But have you planned for the future of your own practice? What happens to your business if tomorrow you are permanently disabled or die? Where do your accounts go? Will your spouse or other beneficiaries receive economic benefit from your practice?
From Think Advisor
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Summary: As the average age of financial advisors creeps upward, the industry is looking for the next generation of advisors to replace them. 2015 report by PwC of CEOs at global financial services firms found three-quarters of respondents believe diversity at their firms has led to more innovation, and better customer satisfaction and business performance.
From Financial Planning
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Summary: When financial advisors decide to go independent, one of their most important choices will be choosing a broker-dealer and/or a custodian.
From IRiS
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Summary: If you are a financial advisor, you are in the relationship business. It’s all about earning trust and developing a connection with your clients that can last a lifetime. Technology has changed the landscape of how people meet and connect.
