From wealthmanagement.com
1 visitor like this article | Viewed 2780 times | 0 comment
Summary: Here are a few lessons to think about while you watch all of the classic Christmas movies. Perhaps the most important lesson of all: Family is everyone's most important consideration.
From Think Advisor
1 visitor like this article | Viewed 3323 times | 0 comment
Summary:Financial advisors’ discomfort with sales is often in inverse proportion to their ease with numbers, graphs and tables. To a professional seeking to provide expertise, and priding himself on his knowledge and competence, selling can feel unpleasantly self-assertive, yet sooner or later advisors recognize that revenue-generating actions must be taken.
From wealthmanagement.com
1 visitor like this article | Viewed 3212 times | 0 comment
Summary: Registered investment advisor firms spend, on average, 2 percent of their total revenue on marketing and business development, excluding the cost of a marketing staff if they have one, according to the 2014 Fidelity RIA Benchmarking Study.
From InvestmentNews
1 visitor like this article | Viewed 2772 times | 0 comment
Summary: Holistic planning, fee-based advice and retirement income strategies. All these are to the financial advice business what fire and the wheel were to ancient civilizations — innovations. Such advances aren't just new ideas or inventions. Innovations are original breakthroughs that cause upheaval and change, and create something of value.
From Think Advisor
1 visitor like this article | Viewed 3410 times | 0 comment
Summary: Succession planning is a hot topic in the independent advisory world these days, and many older owner-advisors are thinking about, or working on, succession plans. While there’s been a lot written on creating workable succession plans, and some written about preparing junior advisors to become firm owners, we’ve seen very little about preparing firm owners to work with new owners.
