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Summary: The longest bull market in stock market history celebrated its 10th anniversary in March of this year. It’s been a great run which has helped most people recoup the losses their portfolios suffered in the great 2007-2008 global market meltdown. But it hasn’t always been a smooth ride as was painfully obvious in the fourth quarter of last year as volatility reared its ugly head in a big way.
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Summary: Successful entrepreneurs know niche markets can provide more value to clients along with stronger potential for growth and long-term success. In fact, most of the 42% of startup failures occur because they ignore capitalizing on a niche. Financial advising is no different.
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Summary: Advisors have been slow to adapt the latest marketing trends. I still see many who rely on traditional marketing, such as seminars, dinners, lunch and learns, referrals/word of mouth, postcards/snail mail, rather than digital marketing.
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Summary: Last week, I presented some interesting research at the Investments & Wealth Institute conference around the concept of the Exceptional Advisor. And while the news is good, the data supported the idea that having satisfied and loyal clients won’t set you apart.
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Summary: Summer is quickly approaching, and once you have some downtime, reading is a great way to spend that time, either to relax or learn something new. Here are some great reading suggestions from financial advisers for you to enjoy this summer.
