From Finacial Planning
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Summary: It’s easy to put the blog at the bottom of the priority list. Is it really attracting new clients? How is it driving business? You might start to wonder if it’s worth all the effort.
From WealthManagement.com
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Summary: Despite their youthful appearance, Anders Jones and Patrick McKenna are Silicon Valley veterans: Degrees from Stanford, Wharton, and Georgetown appear on their resumes. After being on the team that sold a startup to Acxiom for $310 million, Jones was a founding partner at venture capital firm, Argyle Ventures. McKenna helped nurture a string of startups as both a co-founder and angel investor after an earlier stint at Morgan Stanley and in the U.S. Army.
From FA Magazine
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Summary: Every year, many owners (or partners) of advisory businesses, sometimes even founders, are asked to leave their firms for reasons ranging from underperformance to poor relationships or disastrous mistakes they have made.
From Barron's Advisor Center
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Suimmary: If you want to instill lasting and genuine loyalty in your clients, you have to understand what makes them tick. However, the subtle art of delivering exceptional client experiences is as much about you as it is about them. Don’t believe me? Try this deceptively simple self-awareness exercise: For 24 hours, as you go about your daily tasks, ask yourself: “Why am I doing this?”
From WealthManagement.com
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Summary: The new RIA, called Live Oak Private Wealth, is a subsidiary of Live Oak Bank, which is part of the publicly traded holding company Live Oak Bancshares headquartered in Wilmington, N.C. The new independent advisory firm will operate separately from the bank’s other businesses and will focus on serving high-net-worth individuals and families as well as nonprofit institutions.
