From Think Advisor
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Summary: In early June, I was on a panel with two advisors at the Pershing Insite Conference in Orlando discussing how independent advisors can differentiate themselves from their competitors. My co-panelists were excellent and insightful, and I was struck by the fact that in the advisory industry the need for differentiation has become greater than ever before.
From Financial Advisor IQ
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Summary: The key for financial advisors to understand their clients is to understand themselves first, guest-blogger John Pierce writes in InvestmentNews. And to attract and impress clients, adds The Wall Street Journal’s guest-columnist Vince Esposito, getting known as a thought leader can help tremendously.
From InvestmentNews
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Summary: Let's face it: robo-adviser technology is here to stay. As full-service financial advisers, we will have to ramp up our communication strategies and combine them with first-class services and distinctive products to ensure that we will not only survive, but also thrive, as automated platforms amass a greater market share in the coming years. And in no uncertain terms, it means beating the robots at their own game.
From WealthManagement.com
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Summary: When financial adviser Gordon Bernhardt hiked back up from the bottom of the Grand Canyon five years ago, he knew he had one of the best experiences of his life.
From IRiS
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Summary: If you are a financial advisor, you are in the relationship business. It’s all about earning trust and developing a connection with your clients that can last a lifetime. Technology has changed the landscape of how people meet and connect.
