From Financial Planning
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Summary: The first time a client walks into your office you might take one look and think “I know exactly what they want and how they’ll invest.” It may be involuntary, but making generalizations about people on first sight is a flaw everybody shares.
From ThinkAdvisor
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Summary: The crowd at Raymond James 2018 Women’s Symposium in Tampa, Florida, got plenty of advice and business-growth ideas from four top female financial advisors on Friday.
From Finacial Planning
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Summary: ST. LOUIS — There was a rebel spirit uniting all the entrepreneurs in XY Planning Network’s fintech competition. Advisors are taking matters into their own hands by funding their own platforms or software partly because they feel the industry has failed to address RIA practice concerns.
From Financial Planning
Added on October 2018 in Join an RIA
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Summary: Our annual schools listing, listed in alphabetical order, is drawn from a Financial Planning survey of colleges and universities that offer CFP Board-registered degree programs. Images courtesy of the schools.
From WealthManagement.com
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Summary: Financial professionals, like their clients, are increasingly mobile and less tethered to a desktop workstation. The best tools are, likewise, mobile and as close as your smartphone or tablet. Here are 10 mobile apps, all of them recommended by working advisors, that will keep you plugged into the cloud as you serve your clients securely from wherever in the world you happen to be.
