From Advisor Perspectives
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Summary: Sharing a client relationship with another advisor is as appealing as sharing your toothbrush. But relationship sharing is what can stop clients from terminated you and keep the ACAT forms away.
From Financial Planning
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Summary: When advisors make the move to independence and launch their own firms, they often struggle to select the color, imagery and visual elements. The message is the medium, right? Right. But that message comprises much, much more than words.
From Financial Advisor
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Summary: After more than 30 years of managing technology in high-level positions in a variety of industries, Wes Stillman founded Lenexa, Kan.-based RightSize Solutions in 2002. It was the first provider of outsourced technology management and cloud-based cybersecurity solutions for registered financial advisors. In 2018 it launched the RightSize Shield, which it calls “the most comprehensive, flexible and completely compliant cybersecurity solution for RIAs.”
From Financial Planning
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Summary: Finding a niche can help planners build their businesses — but advisors looking to serve female clients better may need to be careful how they use that term.
From WealthManagement.com
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Summary: If you’re like me, you see dozens of articles every week that prescribe ways for advisors to more effectively get their message across to prospects. Well, here’s another one.
