From Advisor Perpectives
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Summary: The person who can best communicate thoughts and feelings to an audience gets heard. For financial advisors, effective communication with prospects, clients, centers of influence and peers is critical. I have developed the Six Keys to Confident Presenting™ as a guideline for the best way to deliver a message to any audience.
From InvestmentNews
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Summary: According to a May 2016 article on Forbes.com, only 30 percent of financial advisors have a succession plan. Are you one of the 70 percent of advisors who has neglected this important task? As a small business owner, you're putting your staff, your clients, and even your family at unnecessary risk. Sure, you might have reasons for not getting to it—you're too busy or you plan to “die with your boots on,” as they say—but those are really just excuses that allow you to keep procrastinating.
From Financial Planning
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Summary: Indeed, we should resist the temptation to focus on regulatory uncertainty in abstract terms and instead concentrate on the motivating factors that led to the increase in regulations in the first place. This approach will allow us to both address the way in which advice will be delivered in the future and to find solutions that transcend many of the burdens that have been placed upon the industry.
From WealthManagement.com
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Summary: While the Department of Labor’s fiduciary rule takes effect next Friday, the Securities and Exchange Commission is asking the public for help shaping future regulations for the investment advice industry. The last time the agency issued such a request for information was in 2013, when it collected data and information related to the rules governing investment advisors and broker/dealers. A lot has changed since.
From ThinkAdvisor
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Summary: Capt. Hawkeye Pierce of “M*A*S*H” has some indispensable advice for financial advisors. Well, Alan Alda, who played the smart-alecky surgeon on the classic TV series, has indispensable advice for advisors. Oddly enough, it’s about how to communicate better to win and keep clients, and he talks specifics in an interview with ThinkAdvisor.
