From Advisor Perspectives
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Summary: It is frustrating to have great relationships with clients and centers-of-influence (COIs) but virtually no one refers, especially considering how many people we know. Too few of our happy clients refer to us. Is this normal?
From Financial Planning
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Summary: No technology in recent memory has done more to capture our imaginations—or has more potential to transform our industry—than artificial intelligence. In the headlines, it’s a double-edged sword, raising concerns over cybersecurity and personal data, at the same time that it raises the bar for service and satisfaction to new heights. Advisors need to take hold now, or be left behind, because early adopters already have the upper hand.
From Financial Planning
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Summary: Company cultures fascinate me. Two RIA firms can offer the same services and produce the same revenue, but one can be a toxic place to work and the other can nurture employees to perform at their best.
From ThinkAdvisor
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Summary: In the early days of the independent advisory industry, virtually all advisors had been brokers or insurance agents in their previous careers.
From Financial Planning
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Summary: In 2017, planners overseeing roughly $40 billion in client assets moved to RIAs or IBDs, seeking greater flexibility and freedom to structure their practices as they saw fit. But generally, that freedom offers fewer benefits — including those that might be particularly attractive to younger advisors thinking of building families.
