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Summary: Are you interested in a seven-figure income? If so, you’re in the right profession. Now for the multi-million dollar question—are you willing to develop the talents of an elite financial advisor?
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Summary: It's traditionally thought that smaller advisory firms are able to embrace new technology quicker than larger firms. With fewer advisers to train or accounts to migrate, the small boat can turn quicker than the large ship.
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Summary: Surveys show many advisors believe they need business intelligence (BI) and artificial intelligence (AI) tools to be competitive and successful. What the surveys don’t show is how few of those advisors can, in layman’s term, explain BI, AI, big data, predictive analysis and machine learning.
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Summary: In one of my last posts, I talked about what clients value about a financial adviser. It was evidence-based meaning it was taken from the research I have conducted for many years with clients of financial advisers. In today’s post, I’d like to share why clients maintain an ongoing relationship with a financial adviser, again, evidence-based.
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Summary: As the head of a cybersecurity management firm, I have built an entire business around protecting RIA technology systems and their data. My livelihood depends on getting cybersecurity right for my own firm and for my clients. A breach of any sort could be catastrophic to my business.
