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Mobile app upgrades try to catch up to client demand

Added on May 2019 in Plan for the Future
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Summary: The face of wealth management is changing, as a number of new firms look to keep up with consumer demand for convenient and functional client portals. In fact, eight in 10 advisors use the technology for communication and three in 10 believe it has the ability to disrupt the industry, according to the 2019 Financial Planning tech survey.

Why is Your Firm Not Growing?

Added on May 2019 in Plan for the Future
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Summary: If we go by net new assets (and stripping out market growth), how much is your firm actually growing? If you look at most industry benchmarks, top RIAs are growing by more than 15%. If you are not growing by that amount, why not?

Voices How I stopped worrying and learned to love the next-gen takeover

Added on May 2019 in Plan for the Future
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Summary: Baby boomer advisors will go to their graves feeling justly proud of their achievements in the financial services world. Yet I would argue that that younger advisors have driven even more change.

4 Must-Do Steps Before Your Next Hire

Added on May 2019 in Plan for the Future
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Summary: Often, advisory firms will try to bring on a new employee and expect them to be the best at what they do, right out of the gate — without providing the tools and support necessary for that to happen. Then those same advisors wonder why their employee does mediocre work, leaves the company, or fails at their job outright.

May 8 | My Storry: Firm serving millennials looking to connect

Added on May 2019 in Plan for the Future
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Summary: Started my practice in 2017 primarily serving millennials, I’ve been in the industry for 3 years and on the verge of completing the CFP program. Looking to connect with owners who are looking to sell their practice or part (millennial clients) of it. I’m primarily based in Michigan and Southern California but my practice is almost entirely virtual so location isn’t a deal breaker.

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