From IRIS
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Summary: To stand out in an increasingly competitive marketplace, advisors need to be creative in their approach to finding and retaining clients. Here are a few marketing tactics you may not have come across that could help to ignite your business.
From WealthManagement.com
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Summary: If you feel like your days slip away from you, give the aforementioned a shot. What’s the likely byproduct? You’ll feel more organized and focused each morning and you’ll undoubtedly get more done.
From ThinkAdvisor
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Summary: Whether or not you’ve seen the 1979 psychological horror film When A Stranger Calls, at some point you’ve likely heard this memorable line: “We've traced the call and it's coming from inside the house.” According to the 2017 Threat Monitoring, Detection & Response Report, inadvertent breaches prompted by internal users (employees, vendors, etc.) accounted for 61% of cyberattack incidents.
From The Collaborative
Added on October 2017 in M&A Issues
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Summary: If you are in the business of dispensing financial advice and/or managing wealth for high net worth individuals, you are likely familiar with the statistics showing that this is a greying industry.
From IRIS
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Summary:[Poadcast] In this episode, we pick Mark’s brain about what makes – and will make – advisors and their firms stand out to prospective clients. We dissect important concepts like niche and branding, the common challenges in defining these things. Mark tells us why creating a culture based on clearly defined values is one of the most important responsibilities of a firm’s principal and shares his own approach to doing just that.
