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Summary: Advisors can build a business with clients shunned by other FAs if they work with Americans living abroad, experts say. There are about nine million American citizens living overseas and few FAs competing for their business, Gabrielle Reilly, senior wealth advisor of Reilly Financial Advisors, which oversees $1.4 billion in client assets, says. But FAs building non-U.S.-based businesses face hurdles ranging from difficulties in client outreach to complex compliance issues.
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Summary: DETROIT — “It’s hard to believe a research project by a tech company can help us with our sales skills,” intoned Gerry with a pained expression, then continued his stream of consciousness, “the fact that they were able to segment top salespeople and low performers by their use of questions in their sales pitch is very interesting.”
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Summary: Most advisors have limited marketing budgets when it comes to finding prospects and turning them into clients. But the best advisor marketers follow some simple, repeatable steps for closing prospects, according to research done by SmartAsset among the advisor users of its SmartAdvisor lead generation service and other advisors over the past year.
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Summary: North American financial advisors had a very good year in 2017, enjoying record levels of assets under management and revenue production, deepening their client relationships and accelerating the shift toward asset-based fees.
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Summary: Wikipedia says an ecosystem "is a community made up of living organisms and nonliving components." A digital ecosystem is a "distributed, adaptive, open socio-technical system with properties of self-organization, scalability and sustainability."
