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Summary: Developing a high-quality client base is a challenge all advisors face. While almost everyone knows that asking for referrals is an important way to grow a business, many planners struggle to do so.
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Summary: Beware of the social media guru! I recently read an article by one of them about why personal branding for a salesperson was useless.
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Summary: Advisors are benefiting from the stock market’s performance, research finds. But sometimes in bull markets, clients chose to invest on their own, according to some industry insiders.
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Summary: Advisors have struggled to stay ahead of hackers, who are increasingly enticed by the value of client data.
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Summary: For many financial advisors, a 168 hour-week doesn’t feel long enough to prospect for new clients, keep existing customers happy, take care of administrative duties and keep up with the latest industry developments. Thankfully, technology tools can help.
