From InvestmentNews
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Summary: There are things in my social media career that will always stick with me. The day Jimmy Fallon followed me and sent me a direct message. A conversation I had with William Shatner about being verified on Twitter.
From Financial Advisor IQ
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Summary: The vast majority of financial advisors are failing to plan for their firm’s future – only 27% have a formal documented plan, a recent Financial Planning Association study reveals. Despite most advisors understanding the risks of not having a succession plan, the rate of planning remains largely unchanged from the reported 28% in 2015, the study finds.
From WealthManagement.com
Added on April 2018 in Form an RIA
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Summary: Employee advisors are often limited to organic growth alone—that is, adding one client at a time, one brick at a time. For those who want to meaningfully accelerate their growth and use multiple initiatives to do so, organic growth alone can feel limited. It’s these advisors often feel the greatest pull towards independence.
From ThinkAdvisor
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Summary: My consulting business has the exact opposite problem of most independent advisory businesses. In my business, I tend to spend more time on the business — thinking about new ways to help advisory firm owners and how to get that information out to more of them — than I do working in my business.
From WealthManagement.com
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Summary: Most advisors know they should build social rapport when networking. It’s “Social Prospecting 101” and the foundation for any new relationship. You ask people about themselves, their family, hobbies, interests, etc. You uncover commonalities and take a genuine interest in them personally. But if your ultimate goal is to add this person to your pipeline, what’s the next step in the process? It’s building what we call “business rapport.”
