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 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.
From Harvard Buisness Review
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Summary: When it comes to strategy, efficiency and productivity are very different. At a time when so many companies are starved for growth, senior leaders must bring a productivity mindset to their business and remove organizational obstacles to workforce productivity.
From InvestmentNews
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Summary: Registered investment advisers are under increased pressure to grow their business and deepen client relationships, which forces them to sell their full spectrum of services to as many clients as possible. Thus, RIAs have become masters of the cross-sell.
From Financial Planning
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Summary: Greg has been a financial adviser for 22 years, and he’s a good one. He has an established, but still growing, book of business. He appreciates automation — his clients love the new client portal his firm rolled out a few years ago, his portfolio rebalancing workflow is mostly automated, and fully paperless account opening and asset transfers are right around the corner.
