Added on August 2016 in Other Ideas
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Summary: The keywords there are “show” and “how“….and it is because so many advisers do not focus on these 2 words in the earliest stages of engagement that they struggle to get good prospects to engage in the full financial advice process.
Added on August 2016 in Other Ideas
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Summary: Firm expenses rose more quickly than revenue, according to the 2016 FA Insight Study of Advisory Firms: Growth by Design. Median overhead per client jumped 31%, and overhead expenses as a share of revenue for a typical advisory firm leaped to 38% last year, up from 34% in 2014.
Added on August 2016 in Other Ideas
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Summary: Investment advisory firms, on average, had a 28.2% operating income margin last year, up a percentage point from the year before and six percentage points higher than 2011, according to a study released Friday by Charles Schwab
Added on August 2016 in Other Ideas
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Summary: To get a sense of the financial risks that students and young graduates face when entering the workforce these days, consider that student debt ballooned to $1.35 trillion this year and shows no sign of abating, according to the Federal Reserve. Also, most Americans graduate from high school and college without financial literacy training.
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Summary: [VIDEO 1.21] "The way that we deliver advice has to change," says United Capital CEO Joe Duran.
