1 visitor like this article | Viewed 36 times | 0 comment
Summary: In the quest for success, the smart money has always gone to solid planning and forward-looking analysis.Consider politics: The presidential election is well over a year away, but candidates have been laying the groundwork for their campaigns for years, even decades.
1 visitor like this article | Viewed 40 times | 0 comment
Summary: Most, if not all wealth managers have heard the expression, "This is a people business." It's true; the business of providing financial advice and wealth management solutions is about people, and personal relationships may be the only element of our business that cannot be commoditized.
0 visitor like this article | Viewed 51 times | 0 comment
Summary: Advisers who add a robo-adviser platform to their practices may be ahead of the curve, but there's still more to be done — particularly marketing the robo to reach prospects and drive client acquisition.
1 visitor like this article | Viewed 37 times | 0 comment
Summary: Inheriting a retiring advisor's book of clients is a quick way for advisors to boost their business, even double it. But don't underestimate the amount of work that goes into it, say advisors who have been through the process. It takes enormous patience and effort to get up to speed on so many new clients.
0 visitor like this article | Viewed 34 times | 0 comment
Summary: If you have realized that your conflict with your partner isn’t going away, that self-awareness bodes well. But you may be wondering, “we spent hours talking about our problem with little to no change, how is talking some more to a stranger going to help us?”
