From Financial Planning
0 visitor like this article | Viewed 418 times | 0 comment
Summary: When I changed careers from medicine to financial planning in 2004, my big idea was to take care of my closest 20 physician friends — and not work too hard doing it.
From ThinkAdvisor
1 visitor like this article | Viewed 4972 times | 0 comment
Summary: Prospecting for new clients is key to the growth of every advisory practice — but ironically, it is one of the areas where advisors devote the least amount of time.
From WealthManagement.com
0 visitor like this article | Viewed 3850 times | 0 comment
Summary: The “personal CFO” model has long been a familiar client service framework, in which the financial advisor serves as the hub for multiple aspects of a client’s financial life, working with experts on issues from taxes to estate planning, in addition to providing investment or retirement planning guidance.
From InvestmentNews
0 visitor like this article | Viewed 4149 times | 0 comment
Summary: Summer is quickly approaching, and once you have some downtime, reading is a great way to spend that time, either to relax or learn something new. Here are some great reading suggestions from financial advisers for you to enjoy this summer.
From ThinkAdvisor
0 visitor like this article | Viewed 4092 times | 0 comment
Summary: How do some registered investment advisors outperform their peers when it comes to growing their client base and assets? That’s what TD Ameritrade Institutional looked at recently, combing through the past few years’ worth of data, which it had collected through interviews of several hundred advisors.
