From InvestmentNews
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Summary: Every financial adviser should hold themselves accountable to these 10 benchmarks, according to Paul West, managing director of business development for Peak Advisor Alliance at Carson Wealth Management Group, who presented last Friday at the TD Ameritrade Institutional LINC conference in San Diego.
From Financial Planning
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Summary: If asset growth is the lifeblood of RIAs, metrics are the guideposts."Metrics are essential for the vision of the company," said Paul West, managing director of Carson Wealth Management, "and firms have to make sure there is accountability and responsibility for tracking, performing and implementing those metrics."
From wealthmanagement.com
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Summary: Most advisors would love to call themselves “elite,” placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. But what exactly does this exclusive group look like?
From ByAllAccounts
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Summary: When I look back over his past year I see a huge shift in all of business, especially in financial advising and consulting, on being more authentic. Professionally and personally -and I believe it’s going to be big.
From wealthmanagement.com
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Summary:Put simply, professional knowledge – which exists broadly – is far from the sole deciding factor for many clients when they choose their financial advisor, or in determining their satisfaction level with the advisor relationship. More often than not, personal likability and trustworthiness rate much higher than professional knowledge alone.
