From ThinkAdvisor
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Summary: Here’s practical advice from a 30-year-plus advisor and Primerica’s national sales director: “You want to have the type of relationship where it’s you and the client against the world. The goal is always to position it so that the client understands that it’s us and them together trying to get what they want,” Howard Lashner tells ThinkAdvisor in an interview.
From InvestmentNews
Added on October 2023 in M&A Issues
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Summary: As the former chief executive of Advisor Group and Cetera Financial Group, Roth ran giant broker-dealer networks during the financial crisis and the bull run in the stock market that materialized afterwards. He’s now managing partner of his own consulting firm, RLR Strategic Partners, and a member of the board of Oppenheimer & Co. Inc., as well as holding other positions in the industry.
From ThinkAdvisor
Added on October 2023 in Form an RIA
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Summary: Advisors who are willing to step outside their comfort zones can make a difference in their communities, and for themselves, by volunteering to offer pro bono financial planning to those in need.
From Advisorpedia
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Summary: There was a time in the not-so-distant past when the only skill you needed to succeed in financial services was how to sell. The business of selling investments was almost entirely transactional, and all a financial advisor needed to do was shake the bushes for prospects and close them on a product sale. It was not easy by any means, and only the most tenacious advisors survived.
From Wealth Management
Added on October 2023 in Form an RIA
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Summary: Financial advisors today have access to many technology tools, including a growing number of artificial intelligence applications. However, effectively integrating these tools can be challenging. This article examines three key use cases where AI can benefit financial advisors: practice management, client engagement and prospecting.
