From ByAllAccounts
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Summary: Nothing replaces a face-to-face meeting, however, a webinar can be an excellent (and very cost-effective) alternative to stay connected with current clients and build new relationships. One of the trickiest parts of the webinar process is to ensure a good turnout.
From InvestmentNews
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Summery: As we dive into the results of the 2015 InvestmentNews Adviser Technology Study and begin analyzing the data, one of the first steps is to identify the "top performers." By focusing on this group we can gauge how their success, typically defined primarily by their financial prosperity, separates them from the rest of the pack.
From Think Advisor
Added on February 2015 in Join an RIA
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Summary: Advisors are on the move. The conditions are perfect -- which is another way of saying the six-year-run of notching record gains in the stock market may be coming to an end. Despite years of sky-high recruiting packages, advisors have been hesitant to move. Making money in a market that has returned nearly 200% since the lows of 2009 has been relatively easy. Plus, firms have been handing out retention bonuses to keep everyone right where they are. In such a good business environment, why move?
From wealthmanagement.com
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Summary: If the financial advisors want to tap into a largely underserved market with nearly $5 trillion in investable assets, they need to rethink the way they interact with female clients, says Sallie Krawcheck.
From InvestmentNews
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Summary: In a fast-pace world, financial advisers may need a little help with the daily to-do's that keep them away from working with clients or prospecting for new ones. There are apps for that.
