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Summary: The start of the new year is an opportunity for advisors to not only reflect on the past year but to look ahead at the year to come. In particular, it’s a good time to take stock of the various administrative tasks that require your attention, and to consider the larger strategic decisions that will guide your firm through the next 12 months.
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Summary: Financial advisers seeking to grow their businesses should carve out more time for writing, as blogs have become an essential tool for finding new clients.
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Summary: The researchers at Aite Group shared what they think will be the biggest trends in wealth management over 2017—and how firms can prepare for them.
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Summary: Advisors are optimistic about the economy and their businesses this year, according to a survey by TD Ameritrade Institutional. TDAI found advisors are planning to spend more on marketing, business development and technology in 2017.
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Summary: When it comes to marketing yourself or your firm, it seems every guidebook or consultant mandates the now-common “elevator pitch” and “value proposition” summaries. But the fact is, investors looking for a new advisory relationship will want much more before making a decision—it’s called due diligence.
