From InvestmentNews
Added on April 2018 in Form an RIA
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Summary: When James Brewer was seeking his own financial adviser in 2005, he was interested in investing in companies that had a history of hiring African-Americans like himself. One adviser he met with was sympathetic and at one point suggested Mr. Brewer consider becoming a financial adviser. A year later, he did just that.
From Financial Planning
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Summary: Years ago, when I worked as a financial advisor at a major brokerage firm, we learned highly sophisticated ways to analyze clients’ investment ideas so we could consistently tell them “no.”
From IRIS
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Summary: Accountability is a trait many advisors lack, but one that elite advisors always possess. No matter how great your talent you won’t get ahead unless you become accountable for your actions and the actions of your clients. Without accountability you won’t develop the self-discipline you need to take charge of your career and make changes for the better.
From WealthManagement.com
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Summary: If you are an independent financial advisor looking to find an untapped pool of retirement-ready prospects, look no further than social media marketing, and specifically, advertising on Facebook. It offers a unique set of values to financial advisors unlike any other online or offline marketing platform available today.
From Financial Planning
Added on April 2018 in Join an RIA
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Summary: [Slldeshow] Financial advisors clearly have a roving eye. Nearly a quarter have switched firms in the past five years and more than half have considered making a move, according to a new Fidelity study, "What's Driving Advisors to Move in the New Market Landscape?"
