From IRIS
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Summary: If you run your own advisor business or play a large role in one, then you can almost always expect your clients and prospects to have questions about your company or website. Don’t worry, this is a good thing! You want them to ask so that you can gain their trust by answering them appropriately. If this relationship is strong from the beginning, then it can pave the way for a steady relationship for years to come.
From WealthManagement.com
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Summary: Financial advisors prefer to meet their clients face-to-face, according to a new study from Hartford Funds, and not via video. The study of 116 financial advisors—and administered in-person—found that 73 percent of advisors considered in-person meetings their favored method of communication with both clients and prospects. In comparison, only 12 percent of advisors found video platforms like Skype or FaceTime the most useful for client conversations. Among digital options, advisors listed LinkedIn as top choice, followed by Twitter and Skype.
From InvestmentNews
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Summary: Recently, a colleague of mine suggested that "back office" should be considered a bad word, because it's where things go wrong without accountability.
From ThinkAdvisor
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Summary: A financial advisory practice is a business and you have to make sure you can handle growth in a scalable manner, but just because your practice has just the right number of clients now doesn’t mean you can write off marketing.
From ThinkAdvisor
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Summary: Cybersecurity continues to be registered investment advisors’ top compliance challenge, with 81% of advisors polled in a just-released Investment Adviser Association survey placing it at the top of their list, the fifth year cyber has held the spot, and nearly two-thirds indicating that their firms increased compliance testing in this area over the past year.
