From Barron's Advisor Center
Added on August 2017 in Other Ideas
0 visitor like this article | Viewed 117 times | 0 comment
Summary: Some argue that it’s never a good idea for an advisor to apologize, particularly when the mistake in question touches on areas of competence or diligence. Doing so can expose advisors and their organizations to increased legal liability. In addition, acknowledging mistakes can raise doubts in clients’ minds regarding advisors’ expertise and professionalism. Clients don’t want apologies—they want results.
From TD Ameritrade Institutional
Added on August 2017 in Other Ideas
0 visitor like this article | Viewed 111 times | 0 comment
Summary:We are creatures of habit. If you are like me, your morning routine includes a quick cup of coffee with the TV on in the background as you get ready for the day. Same channel. Every day. Whether we know it’s happening or not, our world view is shaped by what we see and hear day in and day out.
From WealthManagement.com
Added on August 2017 in Other Ideas
0 visitor like this article | Viewed 13 times | 0 comment
Summary: Consumers expect a personalized marketplace. But why is it that retail and service businesses are comfortable categorizing their grocery stores and hotels, while we in the financial advice industry shy away from making similar categorical offerings to our clients? The future of retail, technology and marketing is personalized— and your firm service offering should be too.
From Financial Planning
Added on August 2017 in Other Ideas
0 visitor like this article | Viewed 83 times | 0 comment
Summary: The RIA sector is enjoying brisk growth in both personnel and assets under management, but remains dominated by small businesses that cater to specialized sets of clients, including a growing number of firms that are rolling out interactive digital advice services.
From InvestmentNews
Added on August 2017 in Other Ideas
0 visitor like this article | Viewed 1 time | 0 comment
Summary: Technology affects the way we communicate and build relations with our clients. Interacting with clients regularly and gaining their trust and loyalty are important.
