1 visitor like this article | Viewed 2911 times | 0 comment
Summary: If financial advisers want to avoid being grounded before takeoff, there are valuable lessons from the unexpected technology breakdown that struck Delta Air Lines this week.
1 visitor like this article | Viewed 2746 times | 0 comment
Summary: Considering that 70% of the buyer’s journey is complete before a buyer even reaches out to you, one of the best ways to build trust and credibility is through content marketing.
1 visitor like this article | Viewed 2653 times | 0 comment
Summary: Maybe it is generational, but as a millennial, albeit an old one at 34-years-old, I view the relationship between robo advisers and human advisers as similar to the relationship between autopilot technology and commercial pilots — yes, autopilot technology is a great tool to assist the captain, but I am not getting on a plane flown solely by a machine. Robo advisers represent a similar, potentially complementary relationship, for thoughtful planners.
1 visitor like this article | Viewed 2767 times | 0 comment
Summary: The benefits are myriad and include: A new source of revenue through affluent-client introductions; stronger loyalty among existing clients because of the enhanced skills and expertise your network provides; exponential growth from a steady stream of ideal clients; and you may even enjoy your career more. The elite advisers who excel at networking tell me time and again that collaborating with other professionals is tremendously energizing.
1 visitor like this article | Viewed 2861 times | 0 comment
Summary: Most people who provide financial advice self-identify on their websites and business cards as professionals: as advisers, planners or (popular with the brokerage firms) vice presidents of investments. And I think because most of these people provide at least some level of financial analysis for their customers, they’ve convinced themselves that their primary activity is advice rather than sales.
