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Episode 77: DealQuest's BEST OF Leading Women in the RIA Industry

From DealQuest
Added on July 2020 in Thought Leadership
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Summary: In this week’s BEST OF compilation episode, you’ll hear from some amazing leaders working in the RIA industry, who all happen to be women. They share from their profound wealth of knowledge, and we cover all sorts of topics, including –

A Market-Cooperative Business Model
Why The Best Deals Require the Best Partners
RIA Matchmaking
And more!

Voices How crisis is accelerating change in wealth management

From Financial Planning
Added on July 2020 in Thought Leadership
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Summary: I remember it like it was yesterday. I was a young investment advisor at a large firm. I had landed there after a long stretch applying for jobs in management consulting, technology, sales and elsewhere in finance. The soft echoes of the consistent “no’s” that I had heard in response to 265 applications still were close enough in my frontal cortex that I felt the pressure to prove myself day in and day out.

Voices What we learned from judging the Visionary Leader Awards

From Financial Planning
Added on July 2020 in Thought Leadership
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Summary: The most amazing thing about crisis is how beauty emerges in the aftermath. Most of the world has been living through fires and floods, pestilence and economic collapse, extrajudicial killings and righteous protests by thousands.

Increase client satisfaction through planning

From InvestmentNews
Added on July 2020 in Thought Leadership
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Summary: If you have a great product but can’t articulate its value to the world, it will likely remain underappreciated. This is the issue many advisers face, according to new research from Carson Coaching. The study analyzed results from two separate surveys, a consumer survey with over 1,000 respondents and an adviser survey with about 140 respondents.

14 ways the COVID-19 crisis might make life better

From InvestmentNews
Added on June 2020 in Thought Leadership
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Summary: Months into this pandemic, we’re still bombarded minute-by-minute by COVID-19 news, including the rapid rise in infections worldwide and loss of life. It is understandably causing high levels of anxiety and stress for our friends, families and colleagues. Non-stop news coverage, contentious political bantering and an abundance of irrelevant information are fueling the flames and challenging our peace of mind and well-being.

 

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