Added on August 2017 in Other Ideas
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Summary: Technology affects the way we communicate and build relations with our clients. Interacting with clients regularly and gaining their trust and loyalty are important.
Added on August 2017 in Other Ideas
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Summary: The number of registered investment advisors as well as the assets they manage continues to grow, with SEC-registered advisors jumping to 12,172 in 2017, a net increase of 2.7%, and their aggregate assets under management hitting a record high of $70.7 trillion, according to the Investment Adviser Association’s annual snapshot of the industry.
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Summary: I got a call the other day from an owner-advisor who wanted me to work with him. He told me a story about his mother (now deceased) who was a doctor and had selflessly helped many people during her life, including taking in foster children over the years. She’d had little concern for her own happiness, with one exception: She’d bought a beach house where she’d spend time whenever she could. But she’d had to sell it to make ends meet after her retirement.
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Summary: There are as many destinations as there are important things in life. Which destinations should you check? The ones where you want to go and arrive at by a certain time. Here are a few destination-check suggestions for the successful and the serious-about-being-successful financial advisor.
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Summary: Advisory firms affiliated with independent broker-dealers, as well as registered investment advisory firms, will now have the chance to nominate themselves for national recognition for their efforts to attract and retain great talent. Through this initiative, we'll highlight firms that have successfully engaged their employees through new and innovative workplace practices.
