From TwentyOverTen
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Summary: As a financial advisor running your own practice, enhancing your virtual online presence is key to successful growth. This week, I had the pleasure of speaking with Jennifer Goldman, President and founder of My Virtual COO. My Virtual COO provides an array of services for wealth advisory firms ranging from ongoing tech service and support related to integrations, workflow processes, and more.
From OnWallStreet
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Summary: Media exposure can help an advisory practice in many ways including improving credibility, providing free exposure and giving an adviser a solid voice in the profession.
From ThinkAdvisor
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Summary: Financial advisors can now earn continuing education credits approved by the Certified Financial Planner Board of Standards regarding Medicare.
From WealthManagement.com
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Summary: Turnkey Asset Management Programs (TAMPs) and other key third-party service providers looking to attract new advisors often focus on marketing their individualized service model, emphasizing the one-on-one relationships and the personal touch they can provide.
From OnWallStreet
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Summary: Advantage Media Group|ForbesBooks CEO Adam Witty said Wednesday at the FPA Retreat that actual book sales are beside the point. Rather, he argued, advisers gain authority, niche celebrity status and expertise through publishing, therefore attracting and retaining clients.
