From WealthManagement.com
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Summary: Social media has transformed the financial-services sector in several significant ways, from improving customer service to creating an entire subsection of financial-technology providers. Social media is no longer optional, it’s a necessity. But with such a high level of penetration comes a new subset of challenges; namely, how to stand out from the crowd and ensure your customers are being reached.
From Financial Planning
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Summary: You became an advisor to help make a difference in your clients’ lives — not to manage people. And yet, here you are with a team. Many advisors struggle to get their teams to generate high-performance results. In our coaching programs, we estimate that more than 80% of advisor teams aren’t getting the results they want.
From Barron's Advisor Center
Added on August 2017 in M&A Issues
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Summary: RIA owners often ask “What is my firm worth?” Many believe valuation multiples are relatively uniform across the RIA spectrum. In fact, valuations vary greatly, and are driven by what we call “sustainability.”
From TD Ameritrade Institutional
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Summary:We are creatures of habit. If you are like me, your morning routine includes a quick cup of coffee with the TV on in the background as you get ready for the day. Same channel. Every day. Whether we know it’s happening or not, our world view is shaped by what we see and hear day in and day out.
From InvestmentNews
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Summary: Are your ears ringing? They should be. Because right now, someone you don't know is probably talking about you. Or checking out your profile on LinkedIn. Or reading something you've written, trying to decide how smart you sound.
