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The best books for financial advisors

Added on May 2021 in Other Ideas
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Summary: We asked industry leaders and wealth management executives what books they would recommend about business, finance or economics. Some told us that they would suggest reading books on innovation or even life hacks, because they're useful for practice management (and managing the rest of your life.

7 Predictions for Advisors & Firms in 2021

Added on December 2020 in Other Ideas
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Summary: From Wall Street to Main Street, broker-dealers, RIAs and financial advisors deserve a lot of credit for responding so nimbly to the crisis.Advisors and their firms showed they’re able to both service clients and grow their businesses during this challenging time.

 

Voices RIAs step up to the COVID-19 challenge

Added on October 2020 in Other Ideas
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Summary: Surprises abound in this year’s RIA Leaders ranking. At the outset, we expected planners would tell stories about their struggles: coronavirus, shuttered offices, economic turmoil, jittery clients. But that’s not what they focused on.

Be inclusive and intentional to add diversity, panel says

Added on October 2020 in Other Ideas
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Summary: Encouraging more women and people of color to build careers in the financial advice business will require firm leaders to intentionally make their organizations more inclusive and supportive of different cultures, according to a diverse industry panel speaking on an InvestmentNews webcast.

 

9 Reasons to Call Your Client Right Now

Added on August 2020 in Other Ideas
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Summary: Happy clients do business. They refer their friends. One way of keeping them happy is letting them know you care about them.

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