From On Wall Street
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Summary: Every financial advisor needs to have a sharp marketing message in order to attract new clients. The strongest message can emerge from a relatable narrative that portrays you as the guide who provides your clients with the tools they need to solve their money woes.
From Financial Planning
Added on March 2015 in Form an RIA
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Summary: Does the way you spell “advisor” change your obligation to clients? The question of whether RIAs should describe themselves as “advisers” instead of “advisors,” to show their adherence to the federal Investment Advisers Act of 1940 — and, for that matter, whether Financial Planning should follow suit.
From Financial Advisor IQ
Added on February 2015 in M&A Issues
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Summary: Advisors looking to grow business through M&A must look beyond financials at talent retention and cultural fit, say experts who attended Pershing’s regional symposium Wednesday in New York.
From Think Advisor
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Summary: I’ve noticed something lately about the advisors with whom I coach. They no longer tell me they are busy. Why? They have become all too familiar with my response to that statement. “Are you good busy or bad busy?”
From InvestmentNews
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Summary: President Barack Obama singled out Sheryl Garrett as an adviser who puts clients' interests first in his speech Monday that backed tougher investment-advice standards for brokers who handle retirement plans.
