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Don't pay to be No. 1 on Google. Follow these steps to climb search result ranks

From InvestmentNews
Added on June 2014 in Manage Your Practice
1 visitor like this article | Viewed 4008 times | 0 comment

Summary: Many financial professionals have been misled when it comes to being found on Google. High cost search engine optimization strategies just aren't paying off. Financial firms that have artificially worked their way up to Page 1 of Google search results are either not there today or won't be there for long.

Slow and Steady Wins the Succession Plan

From Think Advisor
Added on June 2014 in Plan for the Future
1 visitor like this article | Viewed 3388 times | 0 comment

Summary: The succession planning process begins with first coming to the conclusion and buying into the idea that the inevitable is going to happen. Whether it’s a voluntary retirement or due to a disability, eventually everyone stops working. However, once advisors accept the inevitable, they can plan for it in a way that they’ll be satisfied with the outcome.

15 Cheapest Colleges With Best Job Value

From Think Advisor
Added on June 2014 in Join an RIA
0 visitor like this article | Viewed 3858 times | 0 comment

Summary: PIMCO chief Bill Gross famously (or infamously, depending on your point of view) questioned the value of a college education, considering tuition costs against future earnings. If you need to be convinced that a college education can be a good investment, flip through 15 Cheapest Colleges With Best Job Value.

How Real Advisors Can Steal the Robo-Advisors' Advantage

From Think Advisor
Added on June 2014 in Thought Leadership
1 visitor like this article | Viewed 3045 times | 0 comment

Summary: Fearful that an army of robo-advisors will raid your clients, eat your lunch, burn your fields and leave you high and dry? Then you may be interested to know about a new tech offering that’s not trying to turn robots into financial advisors but rather to get the robots to work for the financial advisor.

Advisory Industry Wants More Exams (and Will Pay for Them, Too)

From Think Advisor
Added on June 2014 in Form an RIA
1 visitor like this article | Viewed 4287 times | 0 comment

Summary: Advisory industry executives and advocates descended on Capitol Hill Thursday to participate in the Investment Adviser Association’s annual lobbying day. Those issues include not only boosting funding for the Securities and Exchange Commission so that it can increase advisor exams, but pushing members of Congress to support the Investment Adviser Examination Improvement Act of 2013, a bill sponsored by Rep. Maxine Waters, D-Calif., that would allow the agency to collect fees from advisors to fund their exam.

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