From IRIS
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Summary: Top financial advisors almost always possess the same traits and skills. Not only do they have a great work ethic and a determination to succeed, but their interpersonal skills are second to none. In particular, elite advisors ooze charisma – a charisma which they use to influence people.
From InvestmentNews
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Summary: Adviser technology can be overwhelming. Which CRM system is the best? What about financial planning software? Portfolio rebalancing tools? Is it better to use a rebalancing tool, or to outsource that work to a third-party manager — or even a robo-adviser? Speaking of robos, how many other tasks can benefit from automation? Can any of this be offloaded onto Alexa?
From OnWallStreet
Added on March 2018 in Join an RIA
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Summary: The bank disclosed new federal scrutiny regarding possible sales misconduct within Wells Fargo's wealth management unit. The latest in a series of revelations could hobble the firm’s efforts to stem financial advisor attrition and recruit new talent.
From WealthManagement.com
Added on March 2018 in Form an RIA
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Summary: [white paper] Go deeper than the headlines surrounding the Registered Investment Advisor (RIA) movement. Learn what’s really compelling top teams to break away and redefine the advisor industry.
From ThinkAdvisor
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Summary: Well, I have been there and I can help you out because I have been put in this position many many times. Imagine standing in front of a group of magicians to present a magic trick and knowing that each and everyone of them knows your trick, knows about misdirection, knows everything you are about to do. I overcame that fear and I have three tricks that you can do to make your next public speaking engagement a little easier.
