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Summary: Just as you do for you clients, your responsibility in managing technology requires the ability to look at the past and plan for the future. We get organized. Perhaps we do the things we’ve been putting off, or start to address the symptoms we’ve been ignoring.
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Summary: Rianka Dorsainvil launched her RIA, Your Greatest Contribution, two years ago with a retainer fee rather than prices based on clients’ assets under management. The $3,400 annual fee allows her more flexibility in choosing clients, she said, and it sends a direct upfront message.
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Summary: Remember fifth-grade math class? All of the numerals felt infinite, and all of the equations felt like they were written by Archimedes. In a foreign language you did not speak. Probably cuneiform. Eventually, you would just give up and decide to throw erasers at your friends instead. This is the exact feeling you don’t want your audience to experience when they look at your marketing metrics.
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Summary: Many financial advisors reason that their high net worth clients prefer meeting only one or two times a year because the advisors have difficulty scheduling more frequent meetings with them. They are busy people, but in many cases, the reason for the reluctance is that the clients are not experiencing valuable results for the time expended.
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Summary: Advantage Media Group|ForbesBooks CEO Adam Witty said Wednesday at the FPA Retreat that actual book sales are beside the point. Rather, he argued, advisers gain authority, niche celebrity status and expertise through publishing, therefore attracting and retaining clients.
