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Summary: We’re well into the New Year and your marketing is in full swing, right? Not quite the case? Well you’re not alone. An FA Insight study of advisory firms found “only 50 percent of surveyed firms developed an annual marketing plan and just 32 percent of these firms had a position dedicated to marketing or new client growth.”
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Summary: Recent financial technology initiatives for wealth managers have focused on transparent and efficient delivery of information. While data aggregation and reporting were previously pain points, today they are essentials.
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Summary: Every week seems to bring another story of email theft. The attacks are relentless, striking corporations, government agencies and political groups.
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Summary: Do you really believe that you provide value for your clients? Let me ask again from a different, more important perspective. Do you really believe that your clients believe you provide value?
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Summary: For financial advisers, developing a serious and specific business succession plan is not easy. But what's more difficult is the challenge clients face if their adviser doesn't have one.
