Added on April 2017 in Other Ideas
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Summary: Latest earnings reports issued this week show that the Charles Schwab Corp.’s RIA custody unit—the largest custodian and a fair proxy for the industry—continues to gain assets at a faster pace than its wirehouse competitors.
Added on April 2017 in Other Ideas
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Summary: Three-time NYC mayor Ed Koch became famous for regularly asking; How’m I doin’? Now I am sure, at times he meant that as a rhetorical question. But many times he really wanted to know. How often are you asking the same question of your best, and not so best clients? Some of the industry’s top advisers regularly conduct satisfaction surveys with their clients.
Added on April 2017 in Other Ideas
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Summary: When it comes to client prospecting, entrepreneurs are emerging as among the most sought-after niches, which might have something to do with the fact most financial advisers are themselves entrepreneurs.
Added on April 2017 in Other Ideas
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Summary: Delegating is not easy, but it becomes easier once you do it a few times. Delegating is necessary if your goal is to work smarter as you grow your firm. Million-dollar producers delegate! Here’s why… and what steps you can take as you move from being a financial advisor who runs a practice to that of the CEO of your financial advisory firm.
Added on April 2017 in Other Ideas
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Summary:[Podcast] In this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor, Ed and Matt discuss, among other things:
- Ed’s background in fintech;
- His vision as eMoney’s CEO;
- The greatest challenges currently facing eMoney;
- eMoney’s launch of its enterprise division;
- Where Ed sees digital advice in 5 years; and
- His passion for National Parks.
