Added on February 2017 in Other Ideas
0 visitor like this article | Viewed 110 times | 0 comment
Summary: Common online habits and marketing strategies of advisers may be breaking all the digital rules without them even knowing it. Scott Steinberg, author of Netiquette Essentials, which was recently updated, said firms should avoid making these social media mistakes if they want to demonstrate proper digital manners.
Added on February 2017 in Other Ideas
0 visitor like this article | Viewed 99 times | 0 comment
Summary: Amid growing worries that there are not enough new advisers to replace those who are retiring, the CFP Board's Center for Financial Planning is rolling out a host of new initiatives aimed at expanding and diversifying the workforce.
Added on February 2017 in Other Ideas
0 visitor like this article | Viewed 96 times | 0 comment
Summary: While RIAs are adapting to new regulations, anxieties of client acquisition and other business concerns that could constrain their firm’s growth, many are looking to evolve their business by reassessing their value proposition.
Added on February 2017 in Other Ideas
0 visitor like this article | Viewed 102 times | 0 comment
Summary: If you’re in the minority and exactly on track to realize your vision, then congratulations – it’s no small feat. If you’re in the majority then I’d suggest, humbly, that you need to look at your business planning very differently this year. Rather than thinking about incremental growth, I’d encourage you to think about your vision and the steps you need to take toward more transformative change.
Added on February 2017 in Other Ideas
0 visitor like this article | Viewed 163 times | 0 comment
Summary: Vanguard founder John Bogle said in a New York Times op-ed piece today that annulling the Department of Labor's fiduciary rule “would clearly be a setback for investors trying to prepare for retirement.”
