0 visitor like this article | Viewed 94 times | 0 comment
Summary: Advisory firms with a lifestyle orientation can offer significant advantages over enterprise practices, according to a new study by SEI. Advantages for lifestyle firms include stronger cash flows, higher quality of standards and a more loyal clientele.
0 visitor like this article | Viewed 159 times | 0 comment
Summary: Sharing social media content is the easy part. When you think about it, anyone can type 140 characters and hit the tweet button, or post a status update on LinkedIn and Facebook. But what happens next? How do you find out if what you shared resonated with anyone beyond you and your dog? (No offense, cat people, but cats are usually pretty indifferent to everything.)
0 visitor like this article | Viewed 98 times | 0 comment
Summary: According to a new survey by Fidelity Clearing & Custody Solutions, the number of “eAdvisors”—or advisors using twice as many technologies as their peers, and have those tools more deeply integrated into the business—has increased by 10 percentage points since 2014.
0 visitor like this article | Viewed 103 times | 0 comment
Summary: Podcasting is a cost-effective and valuable method for educating your existing client base, attracting prospective clients and strengthening your brand with referral sources.
0 visitor like this article | Viewed 90 times | 0 comment
Summary: There are a number of reasons why an advisor might choose to build out a niche business. Mainly, it’s hard to be all things to all people, and it’s becoming increasingly challenging to market yourself as a generalist in this competitive market. And, while it may seem counterintuitive, a niche business can actually invigorate your growth and expand your business opportunities.
