0 visitor like this article | Viewed 104 times | 0 comment
Summary: Capt. Hawkeye Pierce of “M*A*S*H” has some indispensable advice for financial advisors. Well, Alan Alda, who played the smart-alecky surgeon on the classic TV series, has indispensable advice for advisors. Oddly enough, it’s about how to communicate better to win and keep clients, and he talks specifics in an interview with ThinkAdvisor.
0 visitor like this article | Viewed 93 times | 0 comment
Summary: Reports of fee compression among financial advisors are overblown, according to new analysis from Envestnet, whose software helps financial advisors manage client accounts and enhance their practices.
0 visitor like this article | Viewed 101 times | 0 comment
Summary: Advisor-hosted intimate social events, which include a hand-selected group of clients and guests, have been ranked by Oechsli Institute research as a top marketing activity for the past decade. It’s the top event affluent clients will attend, and the top event they’ll bring a guest to. But getting people to attend such events can be a challenge, and the invite must be handled properly.
0 visitor like this article | Viewed 91 times | 0 comment
Summary: [PODCAST] Vanguard founder and investing legend Jack Bogle gives expert advice for folks looking to retire soon. Plus, key investing tips for millennials and insight on how to stay the course despite constant market uncertainty.
0 visitor like this article | Viewed 94 times | 0 comment
Summary: It's that time of the year again! With summer's official start less than a month away, InvestmentNews has prepared a reading list for advisers comprised of recommendations from some of your top peers and experts. We asked for both professional and fun reads, with some insights into what makes these books so special.