From Financial Plannning
Added on April 2017 in Join an RIA
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Summary: [PODCAST] Has going independent become more attractive? Recruiters Mindy Diamond and Danny Sarch discuss in this podcast moderated by On Wall Street Senior Editor Andrew Welsh.
From WealthManagement.com
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Summary: How can you expect clients to refer if they don’t know your capacity to add new relationships or the types of clients you best serve? Having these types of conversations with clients can increase both the frequency and quality of unsolicited referrals.
From InvestmentNews
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Summary: Despite its crucial importance, financial literacy continues to be an intimidating topic — not just for savers across the age spectrum, but for professionals who are in a position to help address the problem of financial illiteracy across the country. I've spoken with many financial advisers who would love to help teach financial skills in their own communities, but find it difficult to approach the subject in a way that will reach the audiences who need this education the most — namely young people, retirees and pre-retirees.
From IRIS
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Summary: Often advisors ask us, “How should I get started in marketing?” It’s a fair question. They just want to make sure they’re putting their time and resources in the right place.
From InvestmentNews
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Summary: Tools to help find appealing prospects and automate marketing can be more effective at growing your book than adding staff.
