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Summary: While there are some success stories, there isn't really an authoritative road map on how to best implement a digital advice strategy. Even some of the largest firms, with vast amounts of money to throw at technology, have struggled.
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Summary: There’s nothing worse than the feeling of throwing money down the drain. Unfortunately this is the experience that most advisors have with marketing. If you haven’t gotten the results you wanted in 2018, here is where you went wrong and how you should change your marketing budget in September to fix the problem.
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Summary: Business strategists spend a lot of time understanding the target audience for their clients and making sure that the strategies are aligned fully with the clients’ goals so there’s no disconnect between marketing and reality. We all know how empty promises can backfire, so attention to your offering is critical. But once you are confident in your strategy and it’s time to go to market, you want the best possible marketing system for your firm.
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Summary: As an advisor, you deal with complexity on a day-to-day basis. You’re managing investments, financial plans, client emotions, team dynamics, administrative paperwork, compliance and more. You can’t remember everything. It’s just not possible.
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Summary: We have an interesting situation evolving at our advisory firm. We are about 40 people and just last year we finally hired someone in an HR role. She is in charge of some operations areas but her primary responsibility is supposed to be HR. She has two junior people working for her in support roles – they are mostly supposed to be ops/client service but they get involved in HR activities too.
