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Summary: Your company culture grows stronger when you maximize the marketing power of its most valuable resource.Your employees could be your clearest competitive advantage if they become the kind of brand evangelist like the one I met last week on a Lyft ride.
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Summary: Many advisors express some level of unhappiness with their current firm, citing such things as too much bureaucracy, a desire for more control, lack of support and a change in culture.
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Summary: Both broker-dealer reps and RIAs believe the Department of Labor’s pending fiduciary rule will have a negative impact on their businesses, according to a survey by Fidelity Institutional.
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Summary: Every March I host the Independent Advisor’s Implement Now Practice Management Virtual Summit. I interview about two dozen industry thought leaders to crystalize the key how-to advice they have to offer to propel advisers to their next level of success. This year’s content reveals four practice management themes that entrepreneurial advisers must pay attention to if they want to achieve their full potential.
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Summary: Investopedia this week rolled out a new platform for financial advisers called Advisor Insights, which vets financial professionals before letting them answer general questions on topics such as retirement, college savings and portfolio construction.
