From WealthManagement.com
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Summary: How can you expect clients to refer if they don’t know your capacity to add new relationships or the types of clients you best serve? Having these types of conversations with clients can increase both the frequency and quality of unsolicited referrals.
From InvestmentNews
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Summary: Tools to help find appealing prospects and automate marketing can be more effective at growing your book than adding staff.
From InvestmentNews
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Summary: Debra Kriebel is the only woman among nine partners at Pinnacle Advisory Group Inc., but she's working to increase that number, as well as increasing the number of female advisers across the advice industry.
From Financial Planning
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Summary: New products are being launched, smart integrations are available through increasingly opened application program interfaces and adviser feedback is inspiring more efficient features.
From Financial Planning
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Summary: On the one hand, it can feel like received wisdom at this point that firms without a strong social presence are falling behind. But in the universe of Facebook, LinkedIn Twitter and others, it can be unclear how to form a social strategy and to what end.
