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Summary: RIA executives and market observers agree that Ric Edelman’s brand of radio populism has little bearing on wealthy clientele. But in the wake of a $3 billion deal that would combine robo advice and 401(k) pioneer Financial Engines with Edelman Financial Services, industry leaders are also convinced that there will be increased pressure to accelerate digital services and capabilities.
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Summary: There are things in my social media career that will always stick with me. The day Jimmy Fallon followed me and sent me a direct message. A conversation I had with William Shatner about being verified on Twitter.
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Summary: Most advisors know they should build social rapport when networking. It’s “Social Prospecting 101” and the foundation for any new relationship. You ask people about themselves, their family, hobbies, interests, etc. You uncover commonalities and take a genuine interest in them personally. But if your ultimate goal is to add this person to your pipeline, what’s the next step in the process? It’s building what we call “business rapport.”
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Summary: Even in this hyper-partisan era, it may be beneficial for your practice to engage with clients about this controversial subject to identify related financial concerns and behaviors, according to a new study from Spectrem Group.
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Summary:Enough financial advisors still fear automated investment tools that some conferences have sessions dedicated to convincing them otherwise. That was the goal of a presentation on Sunday by Ross Znavor, a managing director and head of commercialization for BlackRock’s Digital Wealth team, at the National Association of Plan Advisors’ 401(k) Summit in Nashville.
