From WSJ Online
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Summary: To help us in that process and discover where we could add value as a firm, we decided to form an advisory board: a group of seasoned professionals who could provide us with strategic counsel and business-planning support.
From wealthmanagement.com
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Summary: Many advisors who work with ultra-high-net worth families worry that their clients’ children will go elsewhere for advice as soon as they have the chance. If you share this concern, you’ll be glad to hear that the majority of millennial family clients (ages 18 to 33) who participated in the FOX Client of the Future research study say that this isn’t their intent. That doesn’t mean you can sit back and relax.
From IRIS
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Summary: Investors under the age of 40 present a huge opportunity to advisors. The next generation represents a larger population than the Baby Boomer clan who came before them. Studies show they are not satisfied with the financial advice they are receiving. To ensure your firm will remain relevant to these young investors, your attention and ability to adapt to their preferences and expectations are crucial.
From Financial Advisor Magazine
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Summary: Straightforward and accessible, Beverly D. Flaxington’s new book, The Pocket Guide to Sales for Financial Advisors is a concise exploration of how to improve sales and increase referrals.
From WSJ Online
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Summary: Financial advisers come from many walks of life, often taking on the work as a second career. Some even start as clients, although not every adviser is comfortable recruiting from their own list of accounts.
