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Public Relations 101: Wire Services

From TwentyOverTen
Added on July 2017 in Manage Your Practice
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Summary: Now that we’ve uncovered if your story is newsworthy we now want to discuss the different ways in which you can disseminate your news. Depending on your release topic and your PR goals you may be asking yourself, “why should I pay $150 a release to have my content distributed to outlets that will never even pick it up?”

These Powerful Women CEOs Know How To Put Technology In Its Place

From Forbes
Added on July 2017 in Other Ideas
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Summary: One of the biggest challenges many of us face is managing our technology. This can be trickier for women who tend to be taskmasters and caregivers, handling things like doctor’s appointments, elder care, the school play, high school admissions, and travel arrangements. Technology makes this kind of work easier to do (especially during a lunch break), but then we fail to do other things like connect with colleagues and clients, take a walk, or even eat. Then — poof —break time is gone.

Are regulators equipped to monitor robo-advisers as fiduciaries?

From InvestmentNews
Added on July 2017 in Form an RIA
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Summary: Securities rules require robo-advisers to act as fiduciaries in providing investment advice to clients, but a new research paper calls into question whether regulators have the necessary tools to monitor these platforms to see if they really are providing advice in clients' best interests.

The Talent Shortage in the Financial Advisory World is Very Real!

From LinkedIn Pulse
Added on July 2017 in Plan for the Future
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Summary: Are you looking to add great talent to your team? Well, if you will need someone in the next six months, the time to start your search is NOW! 

Voices Is your job a calling? Explaining the breakaway movement

From On Wall Street
Added on July 2017 in Join an RIA
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Summary: Most people would love to have a calling, and the financial planning profession readily fits the bill for many. Advisers have an opportunity to make a significant difference in clients' lives and this can be emotionally rewarding. Financial services firms that focus on actually helping people while making a decent profit can create an incredible work culture . Yet in recent years, there has been a large cadre of advisers leaving the wirehouse and broker-dealer world and going to independent RIAs.

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