From Think Advisor
1 visitor like this article | Viewed 3585 times | 0 comment
Summary: Donna Skeels Cygan is a most unusual financial advisor. She teaches clients how to invest in…joy, in addition to stocks and bonds. She gets lots of lucrative referrals from attorneys and CPAs, and turns them all down.
From Advisor Perspectives
1 visitor like this article | Viewed 3715 times | 0 comment
Summary: When responding to direct mail, sometimes investors are just curious. It is really important to determine first who is just looking, wants some “free” information or hopes to get a lead or two before buying anything. Qualifying is a skill that few salespeople learn well. Every contact is not a lead, and every lead is not a qualified prospect. Here are some tips for qualifying upfront, which would help avoid the problem you raised in your question to me
From Financial Advisor Magazine
1 visitor like this article | Viewed 3547 times | 0 comment
Summary: A majority of American women are confident they could manage the household finances if they lost their spouses, but many do not have all of the documents they need to handle the job, says a new study released Wednesday by BMO Private Bank in Chicago.
From Investment Advisor
2 visitors like this article | Viewed 3592 times | 0 comment
Summary: Your firm has a unique culture, whether you craft that culture intentionally or it arises on its own. In every business, transformative events imprint on employees, clients and vendors. The way you handle business decisions and how you treat each of these parties impacts your firm's culture—and casts you as either a mercenary or a missionary.
From Financial Planning
1 visitor like this article | Viewed 3398 times | 0 comment
Summary: In the digital era, marketing for financial advisors has a new set of rules. Craig Faulkner, founder of digital marketing firm FMG Suite spoke Thursday at a Schwab’s Impact conference conference session on "Four Steps to Inbound Marketing Success: Leveraging Digital Media to Acquire Clients."
