From InvestmentNews
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Summary: You're successful, competitive and resourceful. Most of all, you're someone who does not like someone else telling them what to do. These qualities are all harbingers of success as a financial advisor, but they don't exempt you from being able to benefit from expert advice. Even Rory McIlroy has a swing coach, right?
From WealthManagement.com
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Summary: It can be deflating confronting internal opposition when committing to making transformational changes inside of your practice. It’s like trying to push the proverbial boulder up the mountain.
From ThinkAdvisor
Added on December 2016 in Other Ideas
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Summary: When advisors told Fidelity that its next RIA benchmarking study should focus on pricing strategies, they wanted the findings to show that “everything’s fine; they could continue down a path of inertia,” recalled David Canter.
From InvestmentNews
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Summary: Innovation is the lifeblood of any industry. An industry where innovators are few and new ideas die before seeing the light of day is an industry that will wither. That is why InvestmentNews is recognizing icons and innovators in this issue.
From WealthManagement.com
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Summary: I’ve heard advisors define their client portal needs by stating they want to deliver an “amazing client experience.” When I ask advisors to describe that, the answers aren’t clear. Let me help you – your client experience will be as amazing as the data is accurate, the information is useful, and the story is understandable.
