Added on March 2016 in Other Ideas
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Summary: Which advisors will find themselves best positioned after the fiduciary rule is formally announced? Those who have taken steps already and do so immediately in preparation. Here's what my firm would recommend as a next step before the rule goes in effect. Because I have had this conversation so many times, I created the acronym BASE to keep me on track.
Added on March 2016 in Other Ideas
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Summary: The top reason financial advisers seek a business coach is for growth, and accomplishing this can require personal or practice changes, experts said. Among the skills coaches can help advisers develop are their abilities to network, work better with other professionals, use social media to reach new contacts, and brand or otherwise differentiate their services.
Added on March 2016 in Other Ideas
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Summary: According to Fidelity’s survey, over half of investment advisors are bracing for an onslaught of paperwork and compliance tasks as a result of the change. Three out of four believe the rule—which would require advisors of retirement accounts to act under a fiduciary standard—will increase the cost of servicing clients
Added on March 2016 in Other Ideas
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Summary: Fueled by younger investors, women, and growing political support, investing based on social and environmental ideals is gaining momentum. Even if it doesn't quite feel like a mainstream concept yet, it's here and it's expanding rapidly.
Added on March 2016 in Other Ideas
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Summary: Almost every executive, CEO, business owner and manager that I have spoken with over the past 10 years asks the same question: “How do we get more women in leadership roles in our company?”
