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Summary: Google continues to collaborate with user-friendly websites to provide an engaging experience. This is where Google and web analytics converge. If your website shows a heavy bounce rate, this might indicate a need to improve your website. Web analytics will help you monitor your incoming traffic and if it declines, you may need to improve how you position your website.
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Summary: As more wirehouse advisors continue to break away from their firms, it's worth remembering that the majority of current wirehouse advisors will never fully embrace the independent model.
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Summary: The Investment Act of 1940 specifically permits advisors to charge fees as a percent of assets. This act was intended for managers of mutual funds. It was not intended for advisors serving the general public, because of the conflicts of interests that arise when providing personal financial planning services. One such conflict is the need to charge variably based on asset classes.
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Summary: When dealing with the media, there are five common mistakes that financial advisors tend to make. I should know. I’ve been helping advisors hone their discussions with reporters for 25 years and I’ve seen some doozies. Here is the best advice I can offer, whether you are speaking to the press for the first time, or have been doing it for years.
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Summary: [Podcast] Michael Kitces talks with Creative Planning President Peter Mallouk about how to build a one-stop advisory shop and drive organic growth.
