Added on August 2017 in Other Ideas
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Summary: Management guru Peter Drucker once described predicting the future as driving down a country road at night with no lights on while looking out the rear window. Admittedly, no one can precisely predict how advisers and firms will work too far down the road. Nevertheless, several forces in the larger economy and society evident today are shaping the future of advice in key ways. Here are three examples coming our way, and their possible impact on the provision of financial advice.
Added on August 2017 in Other Ideas
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Summary: We were like sponges for new ideas and experimented with the growth tactics we learned at conferences, from colleagues, from articles and books. And while we didn’t necessarily know what we were doing, we were clear that we wanted to grow and that focus felt great.
Added on August 2017 in Other Ideas
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Summary: Do you feel like your business is going unnoticed? Is your message not reaching the right people or anyone at all? Do you wonder why some people have 10,000 likes on their article and you only have 100?
Added on August 2017 in Other Ideas
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Summary: Over the past decade, we've all seen how rapidly the the influence of marketing in the C-suite has expanded. Despite this, and even while chief marketers are primed to take over the lead in technology spending this year, representation from marketing isn't growing nearly as fast on boards. In 2016, only 2.6 percent of board members had marketing expertise.
Added on August 2017 in Other Ideas
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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.
