From ThinkAdvisor
Added on November 2016 in Join an RIA
0 visitor like this article | Viewed 108 times | 0 comment
Summary: The CFP Board Center for Financial Planning said Wednesday that it has partnered with Rock the Street, Wall Street to promote financial planning careers to high school girls.
From Financial Planning
Added on November 2016 in Other Ideas
0 visitor like this article | Viewed 80 times | 0 comment
Summary: With the help from 15 wealth management experts, we have handpicked titles from our past successful reading lists that advisers must read this fall. Whether it's practice management, portfolio construction, succession planning or just inspirational reads, we have it covered.
From FA Magazine
0 visitor like this article | Viewed 74 times | 0 comment
Summary: With all of the great advances we’ve seen in advisor technology over the last several years, you’d think that some of the basic technology problems that have plagued advisors for years would have been addressed by now. Unfortunately, that’s not the case.
From ThinkAdvisor
0 visitor like this article | Viewed 62 times | 0 comment
Summary: There’s no question that financial advisors are increasingly using social media platforms to communicate with current clients and to prospect for more, but exactly how they engage and how often depends in large part on their individual firms.
From Financial Planning
0 visitor like this article | Viewed 83 times | 0 comment
Summary: When advisers start taking succession planning seriously, they begin treating their business like a business. After all, succession planning is a long-term process, not a one-time event. Firm owners, clients and the business itself will benefit from a clear plan.
