From ETFDB.com
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Summary: It’s imperative to build a site that connects with your ideal prospects in an engaging way. Your prospects are looking for a first impression that stands out in the financial services digital marketplace. Your site should not only engage prospects, but also establish your expertise through thought leadership and compelling content.
From LinkedIn Pulse
Added on August 2017 in Join an RIA
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Summary: The world of the independent broker dealer is spinning fast and consolidation seems to be the watchword on everyone’s mind these days. Mega-firms like LPL gobbling up smaller BDs like those under the NPH umbrella is something we are likely to see much more of in the coming months.
From Entrepreneur
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Summary: Do you feel like your business is going unnoticed? Is your message not reaching the right people or anyone at all? Do you wonder why some people have 10,000 likes on their article and you only have 100?
From Barron's
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Summary: Consulting on strategic philanthropy is often thought of as an ancillary—or even optional—client service. But research shows that such advice cements client relationships in ways that can help grow your practice’s bottom line.
From InvestmentNews
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Summary: Advisers who rethink the way they prepare for client meetings can use them as opportunities to generate new business opportunities and to strengthen relationships. Practice management experts John Anderson, managing director and head of practice management solutions at SEI Advisor Network, Libby Dubick of Dubick & Associates, and Ric Edelman, founder and executive chairman of Edelman Financial Services, offer these suggestions to revamp an adviser’s client prep process.
