From IRIS
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Summary: Over the past week, we’ve been talking about time mastery. How to go from being a slave to time to getting more done in less time.
From WealthManagement.com
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Summary: Advisor-hosted intimate social events, which include a hand-selected group of clients and guests, have been ranked by Oechsli Institute research as a top marketing activity for the past decade. It’s the top event affluent clients will attend, and the top event they’ll bring a guest to. But getting people to attend such events can be a challenge, and the invite must be handled properly.
From ThinkAdvisor
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Summary: A new white paper entitled “Crossroads,” produced by Pershing Advisor Solutions, where I am CEO, and constructed by The Ensemble Practice, reveals the pivotal decisions at each phase of the advisory firm lifecycle. The journey from practice to business passes through several important waypoints. At these junctures, firm owners face key questions such as:
From InvestmentNews
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Summary: Advisers who are going independent need to keep a long-term vision for their practices in mind, and not just select technology based on price, Eric Clarke, CEO of Orion Advisor Services.
From Advisor Perpectives
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Summary: Over the last several years the advisory industry has trended away from valuing financial expertise in order to put the emphasis on the relational or human side of investing. This makes sense but we have moved too far in the opposite direction. It’s in everyone’s best interest to start valuing the expertise it takes to craft a well-allocated portfolio and to ensure that portfolio is keeping up with client goals and market movements.
