From InvestmentNews
Added on November 2018 in Join an RIA
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Summary: Whether promoted from within or hired from outside the firm, each of four core advisory positions tracked in InvestmentNews' benchmarking study has seen an uptick in women entrants.
From WealthManagement.com
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Summary: Client satisfaction with advisors at major firms is on the decline, according to the latest results on the sector from the American Customer Satisfaction Index.
From InvestmentNews
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Summary: Starting a new relationship with a client is harder than it looks. Whether it’s a philosophical difference or managing expectations, it’s sometimes difficult to find the right fit. Here are six interactions advisers said they learned from when bringing on new clients.
From RIA Match
Added on November 2018 in Form an RIA
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Summary: Established Independent Team with Multiple Offices.
We’re looking for dynamic, like-minded advisors who share our client service philosophy and ethical standards. With more than $330 million in AUM, we are open to working with other advisors in a variety of situations including acquisitions, mergers, partial practice sales and acting as continuity partners. We are highly effective and thorough in our operations, provide state-of-the-art independent research, leading-edge technology and solid marketing that promotes branding and thought leadership. Our holistic client experience starts with a personalized roadmap applying our unique approach to planning and wealth management, and our investment recommendations are based upon our client’s needs, not ours
From IRIS
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Summary: Recently, a new client of mine said, “Just like everyone else I want to differentiate my business through the customer experiences I provide, but quite frankly I’ve tried a lot of things and am not seeing any sustained improvement.”
