From WealthManagement
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Summary: [Podcast] Before independence was in vogue, Dorie Fain of &Wealth left the comfort and familiarity of a big-name firm—plus significant chips on the table—to build her own RIA. Fain shares how she banked on her client relationships, instead of “believing the hype” that she needed a big brand name behind her.
From Advisor Perpectives
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Summary: It has been almost two years since Alex Rodriguez, “A-Rod,” ended his career as one of Major League Baseball’s (MLB) greatest players. He has since been establishing himself as a leader off the field, and he has successfully launched ventures in business and investment management. How did he do it? He used lessons from Warren Buffett and Bill Belichick, and joined “the dark side” to become a media announcer.
From InvestmentNews
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Summary: We are hardwired to judge a book by its cover, despite what our parents may have taught us. When it comes to attracting new clients, this is a wonderful truth that very few advisers leverage. In fact, most advisers are marketing their "book" (themselves) without a cover.
From Financial Planning
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Summary: [Slideshow] While advisors have their hands full working with their baby boomer clients, they may need to shift their focus to younger clients sooner than they planned.
From WealthManagement.com
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Summary: When it comes to websites, first impressions matter. What’s the snap judgment someone makes when visiting your site? Are you seen as current and polished? Or outdated and not really trying? Our data shows that 95 percent of prospective clients will research you online at some point in their decision-making process. Your website (and LinkedIn profile) will be at the top of that Google search. Here are five current trends to ensure that the impression you make is positive and lasting.
