From WealthManagement.com
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Summary: When I consult with advisors, the first and last priority I hear from them is finding new ways to grow their business. Of course, bringing on new clients is important, but it’s also critical not to lose sight of existing ones. Too often advisors take for granted their current clients and assume strong portfolio performance alone will keep them happy. However, we know that investors care about more than just financial results.
From Financial Planning
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Summary: The RIA sector is enjoying brisk growth in both personnel and assets under management, but remains dominated by small businesses that cater to specialized sets of clients, including a growing number of firms that are rolling out interactive digital advice services.
From InvestmentNews
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Summary: Technology affects the way we communicate and build relations with our clients. Interacting with clients regularly and gaining their trust and loyalty are important.
From LinkedIn Pulse
Added on August 2017 in Join an RIA
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Summary: People often ask me why I became a financial advisor and fiduciary. My answer usually surprises them.
From TwentyOverTen
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Summary: Hot August nights have finally arrived and so has this week’s Five Little Things for your Monday post! This time we’re keeping up with the latest best practices on content marketing and relating to your clients.
