From WealthManagement.com
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Summary: Should you be Facebook friends with your clients? Absolutely. Why not? Our studies have shown five years of evidence that getting social improves the business relationship. The larger question to us is when and how should you do it?
From IRIS
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Summary: Registered Investment Advisors and financial planners without a social media strategy may need to think again in planning for asset and client growth in 2016.
From Financial Advisor
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Summary: After much anticipation, the Department of Labor’s Conflict of Interest rule was finalized on April 6, 2016. Over the next several months, the industry will digest the new requirements with an eye towards meeting the initial phased-in effective date of April 2017 and be fully compliant by January 1, 2018.
From IRIS
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Summary: Rebranding is an ideal way to address these challenges: realigning companies with fundamental changes in the marketplace and revealing new paths to grow your professional services firm. Let’s step you through a tried-and-true process of self-assessment and re-adjustment, so you can recalibrate and reenergize your firm's brand.
From WealthManagement.com
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Summary: Would you recommend a restaurant without having eaten there? Probably not, and yet the risk is minimal; a bad dinner. Yet financial advisors expect CPAs to refer clients without personally experiencing their level of professionalism and expertise? This is high risk, as a bad experience with a referred advisor and the CPA is likely to lose a client.
