From Financial Planning
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Summary: Industry veteran Tim Kochis, the former CEO of Aspiriant, is getting back into the wealth management business full-time, joining DeVoe & Co. to launch a new succession planning initiative.
From Barron's Advisor Center
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Summary: Your energy level is business-critical, and how you manage it determines how you meet your clients’ needs. Frankly, the amount of time you have is moot if you’re low on physical, mental, emotional, and even spiritual energy.
From Wealthmanagement.com
Added on March 2017 in Form an RIA
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Summary: Meeting objectives requires a family office to hold and transact business involving highly sensitive information about family members, their finances and their venture partners. The same technology on family offices and their clients depend on to communicate instantly and globally makes them compelling targets of criminals worldwide. Protecting client families from financial loss and harm requires family offices to be hands-on about matters their clients may have never taken into account.
From Financial Planning
Added on March 2017 in Other Ideas
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Summary: Media exposure can help your practice in a number of ways — it can improve credibility, provide free exposure and give you a solid voice in the profession. I’m very fortunate to have created a decent media presence over the years, through consistent and thoughtful work.
From Financial Advisor IQ
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Summary: With financial advisors challenged by evolving consumer expectations and the sheer weight of demographics, it’s not surprising wealth management software maker eMoney Advisor would put the spotlight on a financial advisor who has used its technology to boost his annual growth rate sevenfold in four years.
