0 visitor like this article | Viewed 2535 times | 0 comment
Summary: Regardless of firm size, independent firms are experiencing strong five-year compound annual growth in key metrics like assets under management, revenue and number of clients, according the Charles Schwab's annual RIA Benchmarking Study.
0 visitor like this article | Viewed 2535 times | 0 comment
Summary: Is communicating clearly and effectively truly that hard? “I don’t think there is real magic sauce to this,” says Augustine SC Hong, CEO and co-managing partner of Alexandria Capital. “It’s really aligning everybody to the common sort of goal, shared vision, having that shared vision, and to be able to say, OK, we’re going to try to all get here.”
0 visitor like this article | Viewed 2480 times | 0 comment
Summary: If you’re following baseball this summer, you’re likely to hear talk about exit velocity. That’s the measurement of a baseball’s speed as it comes off the bat, right after the batter makes contact. Attaining a higher than average exit velocity is a primary goal for batters because heavy hitters have a better chance of reaching base.
1 visitor like this article | Viewed 2858 times | 0 comment
Summary: You likely have lots of similar matches making it hard to remember who's who. Notes allows you to keep track of your thoughts and key features about your matches. Notes are accessible from the Match List and the Profile page and can only be seen by you.
0 visitor like this article | Viewed 2588 times | 0 comment
Summary: You can learn something even from your failures. I say this because I recently polled subscribers to my newsletter in conjunction with the marketing consulting firm FiComm Partners. We asked (among other things) how advisors market themselves. Are they using advanced techniques like targeted Google or Facebook ads? How much are they spending on marketing overall? Do they employ a dedicated marketing professional? Other questions related to their return on investment.
