0 visitor like this article | Viewed 2631 times | 0 comment
Summary: Financial advisor Ric Edelman, the founder of Edelman Financial Services that has $22 billion in assets under management, and his wife have authored a children’s book to help parents teach their kids financial literacy.
0 visitor like this article | Viewed 2766 times | 0 comment
From Mature Solo Practitioner in North Carolina
0 visitor like this article | Viewed 2579 times | 0 comment
From Market Dominator, Metropolitan San Francisco, CA Area
0 visitor like this article | Viewed 2693 times | 0 comment
Summary: Independent RIAs can derive benefits they may not have realized by leveraging a chief operating officer to manage day-to-day responsibilities. So says the sixth in a series of industry reports from PFI Advisors, a firm that works with billion-dollar breakaway teams to establish their own RIAs. The report says that although RIAs generally regard COOs as cost centers and not revenue generators, leaving the management of ordinary activities to COOs frees up RIAs to focus on business development and client service.
0 visitor like this article | Viewed 2519 times | 0 comment
Summary: One word can ruin an entire email and one email can ruin a relationship. As communication becomes more digitized, it’s important to have the right tone anytime you are sending an electronic message. Here are eight phrases that will stop prospects from wanting to do business with you.
