0 visitor like this article | Viewed 2488 times | 0 comment
Summary: Allow me to ask you a question; if I shared with you the No. 1 social activity corresponding with new $1 million or greater clients coming into your business, would you be interested in hearing more details? My guess is that most of you would. After learning about this social activity, would you do it?
0 visitor like this article | Viewed 2546 times | 0 comment
Summary: Retirement plan record keepers are concerned about two looming data privacy issues that could have a big impact on their business.
1 visitor like this article | Viewed 2506 times | 0 comment
Summary: The advisors we talk to generally have one of two perspectives on their company websites. Perspective one: The website is a digital business card and its purpose is to help the visitor contact the advisor. That’s it.
0 visitor like this article | Viewed 2555 times | 0 comment
Summary: It now looks as if Ken Fisher and his firm will pay a price beyond public embarrassment for his off-color comments at the recent Tiburon Strategic Advisors CEO Summit.
0 visitor like this article | Viewed 2532 times | 0 comment
Summary: I recently attended an event where they were talking about how to deal with support staff and younger advisors. The leader talked about how you should never consider your staff to be “just servicing,” and how you need to get them involved directly with clients and bring them into your meetings.
