From Investment Advisor
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Summary: In his 2007 book “Blink,” Malcolm Gladwell combines a broad spectrum of research to make the case for the power of first impressions. One of his quoted sources is relationship counselor John Gottman, who penned “The Science of Trust” and other books on human relationships. Gladwell focused on Gottman's “four horsemen of the apocalypse” behaviors as strong predictors of how a relationship will work out. Unfortunately, according to Gottman himself, Gladwell got it wrong.
From Financial Advisor IQ
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Summary: Financial-advice professionals continue to debate the merits and disadvantages of various compensation models. But what’s really at stake is consumer trust, ThinkAdvisor writes, in an article reprinted from Investment Advisor magazine. And in order to gain it, advisors need to focus on fee transparency regardless of how they collect.
From Financial Advisor IQ
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Summary: I think that the recession of 2007 to 2009 was a real time of learning for many financial advisors, myself included. We knew from our research that a 20% drop in the market would likely be followed by a corresponding bounce, and we employed multiple strategies to hold clients in place when they wanted to bolt from the market. Over that entire tumultuous period, we lost only one client — and that experience taught me some useful lessons that I still think about to this day
From IRIS
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Summary: Given the amount of time people spend watching online videos, it’s no wonder advisors want to evolve their marketing endeavours to capture the attention of their clients and prospects.Here are a few tips to ensure your online videos are more professional and engaging.
From WealthManagement.com
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Summary: Salesforce revealed the first of its planned industry-specific products on Tuesday with Salesforce Financial Services Cloud, a new enterprise product that seeks to be a “one-stop shop” for financial advisors.
