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3 missteps that could stunt financial advisers' growth

From InvestmentNews
Added on May 2017 in Plan for the Future
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Summary: Growth ambitions can easily cloud smart judgment calls. Sometimes advisers forget to look before they leap when they want to land a new deal or venture. And what happens next can result in wasted expenditures, hidden costs and ineffective results. Let's look deeper at a few mistakes firms make that could keep them from growing.

Advisor Technology Showcase: My Virtual COO

From TwentyOverTen
Added on May 2017 in Plan for the Future
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Summary: As a financial advisor running your own practice, enhancing your virtual online presence is key to successful growth. This week, I had the pleasure of speaking with Jennifer Goldman, President and founder of My Virtual COO. My Virtual COO provides an array of services for wealth advisory firms ranging from ongoing tech service and support related to integrations, workflow processes, and more. 

Advisors Can Now Earn Medicare CFP Board CE Credits

From ThinkAdvisor
Added on May 2017 in Plan for the Future
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Summary: Financial advisors can now earn continuing education credits approved by the Certified Financial Planner Board of Standards regarding Medicare.

Encourage financial literacy by speaking to clients' emotional priorities

From InvestmentNews
Added on April 2017 in Plan for the Future
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Summary: Despite its crucial importance, financial literacy continues to be an intimidating topic — not just for savers across the age spectrum, but for professionals who are in a position to help address the problem of financial illiteracy across the country. I've spoken with many financial advisers who would love to help teach financial skills in their own communities, but find it difficult to approach the subject in a way that will reach the audiences who need this education the most — namely young people, retirees and pre-retirees.

The financial industry is racing to a digital future. Who's out ahead?

From Financial Planning
Added on April 2017 in Plan for the Future
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Summary: Established incumbents and nimble start-ups are in a race to find new opportunities. While some will go it alone, collaboration and acquisition between incumbents and start-ups will increase across investing, banking, insurance and wealth management.

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