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Summary: We all know the old adage “change is the only constant.” That applies in spades to the environment for financial advisors. Considering the commoditization of the financial services industry, it’s more important than ever to revisit your “story” and value proposition.
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Summary: Technology is making it possible for advisors to offer their clients investments they never had access to before, according to a panel of four speakers at Financial Planning’s Disrupt Advice conference held in New York on Wednesday.
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Summary: I spent part of my post-Labor Day week at the beach catching up on my professional reading. I knocked off eight issues of the Journal of Financial Planning and scored eight hours of continuing education credits by taking the online quizzes available for each issue.
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Summary: WSJ Adviser Profile: Andy Schwartz, managing partner of Bleakley Financial Group, says limiting staff turnover is crucial to a practice’s success as it helps breed client trust and bolsters client retention.
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Summary: Consulting on strategic philanthropy is often thought of as an ancillary—or even optional—client service. But research shows that such advice cements client relationships in ways that can help grow your practice’s bottom line.
