From InvestmentNews
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Summary: While there are some success stories, there isn't really an authoritative road map on how to best implement a digital advice strategy. Even some of the largest firms, with vast amounts of money to throw at technology, have struggled.
From Advisor Perpectives
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Summary: There’s nothing worse than the feeling of throwing money down the drain. Unfortunately this is the experience that most advisors have with marketing. If you haven’t gotten the results you wanted in 2018, here is where you went wrong and how you should change your marketing budget in September to fix the problem.
From ThinkAdvisor
Added on August 2018 in Join an RIA
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Summary: Currently the firm has a little more than 17,000 advisors. The firm expects to grow by over 1,000 financial advisors by the end of 2018.
From WealthManagement.com
Added on August 2018 in Form an RIA
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Summary: Welcome, everyone. Welcome to the 87th episode of the “Financial Advisor Success” podcast. My guest on today’s podcast is René Nourse. René is the founder of Urban Wealth Management, an independent RIA in the Los Angeles area that manages nearly $120 million of assets under management for more than 200 clients, with a team of 6.
From FA Magazine
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Summary: Business strategists spend a lot of time understanding the target audience for their clients and making sure that the strategies are aligned fully with the clients’ goals so there’s no disconnect between marketing and reality. We all know how empty promises can backfire, so attention to your offering is critical. But once you are confident in your strategy and it’s time to go to market, you want the best possible marketing system for your firm.
