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Summary: your advice is imperative to your success as an advisor. Understand how to establish:
· A clear course of action—how to guide the value conversation
· Trust—strengthen relationships and build your client base
· Goals—ROI is more than a number
· The power of personalization—a plan for every client
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Summary: Wealth management technology provider Envestnet will lay out its future vision of the industry during its fifth annual Advisor Summit conference in Chicago.
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Summary: At a steady rate, independent RIAs continued to gain market share in 2015, with their client assets growing faster than other types of advice providers, an Aite Group 2016 study has found.
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Summary: Lauren Faustini struggled for many years to find an adviser who was not solely focused on her money. Most of the advisers she worked with just made investment recommendations and barely knew her name. Now her adviser listens to what she needs, takes notes and helps with all her concerns, including finding her an elder attorney when her father-in-law's health was failing.
