Added on December 2015 in Other Ideas
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Summary: The coming year will bring rapid changes in technology, regulations and in M&A. But which developments will be the most important to your practice and your clients? We’ve done the heavy lifting for you so you can stay ahead of your competition. Here are the trends to watch in 2016.
Added on December 2015 in Other Ideas
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Summary: Many so-called experts have given their 2016 predictions: “Brace yourself for volatility,” “Be prepared for a downturn,” and so on. All are focused on the short term. Financial gurus such as Larry Fink and Warren Buffett are long-term thinkers. In fact, Fink has been on a crusade against short-term thinking, which he refers to as “short-termism.”
Added on December 2015 in Other Ideas
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Summary: A mix of new books and old favorites satisfied advisers’ reading appetites in 2015. Here are industry reads and guilty pleasures that come highly recommended by your planner peers
Added on December 2015 in Other Ideas
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Summary: INTV Video - should advisers be fearful of robo-advisers? A group of experts highlight the opportunities advisers have to take advantage of the rise of robo platforms to help innovate and evolve their own practices.
Added on December 2015 in Other Ideas
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Summary: Industry studies show that high performing advisory firms market strategically. If you’re looking to move the needle and grow your firm, focusing on content and design can be a great place to improve your marketing: Our most recent webinar will help you:
- Learn how to develop a marketing content calendar
- Create consistent design brand guidelines
- Leverage marketing automation platforms
