1 visitor like this article | Viewed 2652 times | 0 comment
Summary: Registered Investment Advisors and financial planners without a social media strategy may need to think again in planning for asset and client growth in 2016.
0 visitor like this article | Viewed 2579 times | 0 comment
Summary: After much anticipation, the Department of Labor’s Conflict of Interest rule was finalized on April 6, 2016. Over the next several months, the industry will digest the new requirements with an eye towards meeting the initial phased-in effective date of April 2017 and be fully compliant by January 1, 2018.
0 visitor like this article | Viewed 2657 times | 0 comment
Summary: Rebranding is an ideal way to address these challenges: realigning companies with fundamental changes in the marketplace and revealing new paths to grow your professional services firm. Let’s step you through a tried-and-true process of self-assessment and re-adjustment, so you can recalibrate and reenergize your firm's brand.
1 visitor like this article | Viewed 2722 times | 0 comment
Summary: Would you recommend a restaurant without having eaten there? Probably not, and yet the risk is minimal; a bad dinner. Yet financial advisors expect CPAs to refer clients without personally experiencing their level of professionalism and expertise? This is high risk, as a bad experience with a referred advisor and the CPA is likely to lose a client.
0 visitor like this article | Viewed 2670 times | 0 comment
Summary: Your budget doesn’t begin to compare with the megacorps, but that doesn’t change the fact that you’re both competing for the same market share. In this crowded space, content creation will give you an edge.
