From InvestmentNews
0 visitor like this article | Viewed 2903 times | 0 comment
Summary: For most advisers, marketing is something they aspire to do but never quite find the time, attention or budget to make a priority. After years of talking about marketing with advisers, I have a few theories as to why this is.
From InvestmentNews
0 visitor like this article | Viewed 2747 times | 0 comment
Summary: In a financial planning industry constantly chastised for not taking succession planning seriously enough, Michael Chasnoff might be considered an anomaly: He's 12 years into a 22-year succession plan.
From InvestmentNews
0 visitor like this article | Viewed 2686 times | 0 comment
Summary: The talent shortage is one of the biggest challenges our industry is currently facing, so it's no surprise that finding and recruiting the right talent were top of mind for attendees at TD Ameritrade Institutional's annual adviser conference, National LINC, this year.
From InvestmentNews
0 visitor like this article | Viewed 2761 times | 0 comment
Summary: InvestmentNews' new series on advisers' succession planning experiences has been well received by business owners struggling with the process — or even getting motivated to start the process.
From Advisor Perpectives
0 visitor like this article | Viewed 2807 times | 0 comment
Summary: I realize that each generation has its own style and terminology and each has their way they think things are right or not, but we are serving largely an older population. Like many advisory firms, a great deal of our client base is retired and over 65 years old. Some of them don’t even hear that well. I will often hear “Lisa” on the phone saying “hello? Hello?” a couple of times. My suspicion is that the caller is stunned they are not hearing more of a welcome when someone answers.
