From InvestmentNews
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Summary: For a uniquely informed perspective on where the advice profession is heading in the coming decade, InvestmentNews assembled leaders from among the next generation of advisers and other key industry participants in New York in June for an event called “The Future of Our Business by the Future of Our Business,” sponsored by Fidelity Investments.
From IRIS
Added on August 2017 in Other Ideas
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Summary: [VIDEO] Is there a right way to hire people? Just like there's no one perfect way to manage a team, there's no one perfect way to hire and train employees. However, there are best practices for doing so.
From InvestmentNews
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Summary: Financial advisers over the past 12 months have been giving text messaging a fresh look as a method for communicating with clients, in part because email has become a much less effective way to connect.
From WealthManagement.com
Added on August 2017 in Join an RIA
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Summary: Over the last five years, a number of advisors have left the wirehouses and other employee models to go independent. In fact, the asset market share of the wirehouses, national and regional broker/dealers, has declined from about 63 percent in 2011 to nearly 59 percent at year-end 2016, according to Cerulli Associates. At the same time, independent channels—independent broker/dealers, RIAs and hybrid RIAs—saw a jump in market share from about 37 percent in 2011 to 41 percent in 2016.
From WealthManagement.com
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Summary: Let’s say you’re speaking with a client who is a member of a niche that you’d like to penetrate. They know you can work in that niche. After all, you’re working with them. The idea here is to shift their thinking over time to see you as the go-to specialist for that niche, increasing the likelihood they tell others about you and improving the story they tell, i.e., "My advisor really knows [XYZ niche]."
