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Summary: Financial advisers have found that by focusing on professionals in a particular industry, they become specialists in what those professionals need in terms of financial planning — and learn to speak their language. Marketing, in turn, becomes much more targeted and effective
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Summary: Increasing the number of referrals they receive from current clients is the No. 1 goal for 2014 for financial advisors, according to a survey by SEI released Monday. SEI, a global provider of asset management, investment processing and investment operations solutions for institutional and personal wealth management based in Oaks, Pa., found that 85 percent of advisors polled want to increase their referrals next year.
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Summary: They’ve been called egotistic, impatient and self-entitled -- and they have a notoriously bad reputation when it comes to saving -- but advisors want them. While Generation Y controls a mere fraction of the country’s total net worth, its members are widely considered the future of financial planning. As a result, advisors are paying particular attention these young adults.
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Summary: Looking to expand your team and boost performance? Executive search veterans Kathy Freeman Godfrey and Jeff Warren have a few suggestions for recruiting and hiring financial advisors At the recent Echelon Partners Deal Makers Summit in Santa Monica, Calif., the pair laid out a step-by-step game plan for advisors trying to bring on new talent. Here are seven of their suggestions.
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Summary: Growing from a practice to a small business means hiring support staff. But for many financial advisors, moving into the role of employer and manager doesn’t come naturally. Here’s some tips.
