7 visitors like this article | Viewed 961 times | 0 comment
Summary: For Byron Ellis, hurricanes are old hat. The managing director in United Capital’s The Woodlands office, about half an hour outside Houston, told ThinkAdvisor that Harvey is the fourth or fifth hurricane or tropical storm he’s endured, but it doesn’t matter how a storm is rated. “Both can be equally as bad, whether it’s rain, or electricity is out, trees getting blown down,” he said.
3 visitors like this article | Viewed 514 times | 0 comment
Summary: Good data helps you build trust and credibility. It empowers you to convert leads to prospects, and prospects to happy clients. Bad data, on the other hand, does nothing but inflate your ego at best. At worst, it can blind you to pitfalls that have the potential to undermine your business’ success.
4 visitors like this article | Viewed 528 times | 0 comment
Summary: Too often advisors do not try to get positive publicity. Often, it’s because they think it’s too hard to get PR on their own—that success requires hiring an expensive agency.
0 visitor like this article | Viewed 114 times | 0 comment
Summary: There’s no way around it. Cybersecurity is a never-ending process for both financial institutions and individual consumers.
0 visitor like this article | Viewed 153 times | 0 comment
Summary: If you own an investment advisory business, growth is a good problem to have. It can become such a big problem, however, that you may consider hiring another you — another financial advisor to help serve your existing clients and prospect for new ones. There are many legal and compliance considerations to keep in mind when doing so, the most salient of which are described below.
