From IRIS
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Summary: “Identify your niche and dominate it. And when I say dominate, I just mean work harder than anyone else could possibly work at it”, Nate Parker. This quote sums up the essence of having a niche focus for financial advisors. If you know your market, and you stick to your focused market and you talk to them, learn about them and serve their needs, you will be the first one associated with serving the market.
From wealthmanagement.com
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Summary: Many advisors have built successful businesses by catering to the financial needs of baby boomers, but those clients are heading into retirement and switching their focus from accumulating assets to liquidating them. In order to keep their businesses vibrant, advisors need to prepare for what comes next and have a plan for replacing that lost revenue from managing that shrinking pool of assets.
From Think Advisor
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Summary: Over the past few weeks I’ve been discussing some new technology I’ve added and how it all integrates (see my April 13 post, Why You Must Invest in Good Technology). In this post, I’ll expand on this and reveal a few surprises I’ve had along the way.
From CNBC
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Summary: Cowles divides the financial conversation with clients into two parts, telling them that he is changing hats from financial planner to insurance broker.
From wealthmanagement.com
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Summary: “Your talk made me uncomfortable,” confessed Terry, with a pained expression on his face, “I know what I need to do – I need to develop better relationships with the CPAs I’ve been targeting, but they’re swamped in the weeks leading up to April 15th
