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Summary: And how is technology changing the client experience with advisors? In a word, profoundly. From how investors find advisors, to how they interact with them, to how they exchange information and content and draft financial plans, the relationship between clients and advisors is evolving rapidly.
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Summary: Simply put, the vast majority of marketing advice is for the general public — to get people interested in products sold, not professional services businesses delivering special care and tasks to potential clients. Plus, there’s a lot of “misinformation” out there about how advisory firms “truly” grow and gain additional market share and clients.
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Summary: Cybersecurity threats increasingly haunt registered investment advisory firms, topping the list of concerns among staff members and principals in charge of compliance, according to the results of our 2019 regulatory and compliance readers survey.
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Summary: One of the easiest ways to make your financial planning practice stand out in this crowded industry is by niching your practice. In fact, the most successful advisors around the country have already decided to niche their practices — with good reason. In a recent survey by TD Ameritrade, niched advisor practices showed 35% higher client growth, 25% higher revenue growth and 17% higher profit margins than non-niched financial planning practices.
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Summary: Technology has advanced by leaps and bounds in the advisory industry—and so have the risks. As a result, cybersecurity has emerged as a critical issue for advisors to address. But how best to navigate the ever-changing and complex cybersecurity landscape? The advisory industry has taken proactive steps to fight cyberthreats, but there’s more than advisors can do to protect their practices.
