From OnWallStreet
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Summary: I say tactless things to clients all the time, but I know these truths add value and differentiate my practice. I think these things are so important, in fact, that I typically make sure I share them with prospective clients, as well. They could work for you, too.
From IRIS
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Summary: Each week, I speak with advisors and entrepreneurs who want to take their business to the next level. As they share the details of their marketing plan, I ask how they came up with the plan. Most often, they reply, “I think this will work.” When asked if they have done any research to confirm it will work, the answer is either “No” or “Well sort of.” While the latter response is better than the first, neither is ideal. Today’s topic includes the biggest and most common marketing problems and how to avoid them.
From Financial Planning
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Summary: Financial planning development is speeding up, but the pace is not being set by the advisor industry.
From InvestmentNews
Added on May 2018 in M&A Issues
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Summary: [Video] Advisory firms are growing and mergers and acquisitions are getting bigger. Finding the right partner is one thing, but finding someone that can be a cultural and strategic fit is even more difficult.
From ThinkAdvisor
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Summary: An advanced, multiple-choice closing technique touted by Harvard-trained negotiation and mediation specialist Raphael Lapin — who uses it himself — gets to “yes” faster and boosts satisfaction at the same time. For financial advisors, it can help curb the widespread, off-putting penchant for applying sales pressure, Lapin tells ThinkAdvisor in an interview.
