From IRIS
0 visitor like this article | Viewed 3880 times | 0 comment
Summary: To program clients to understand that referring others is just part of our business relationship we need to begin with the introduction of the concept that referrals are an expectation. We then need to create ongoing top-of-mind-awareness of that expectation….but we have to deserve them too.
From Financial Planning
Added on February 2017 in M&A Issues
0 visitor like this article | Viewed 4547 times | 0 comment
Summary: “Acquiring firms, with over $1 billion in AUM, are looking for really high-quality firms,” says David Canter the executive vice president of Fidelity Clearing & Custody Solutions' practice management and consulting arm. “There’s been an evolution in how these firms are approaching mergers and acquisitions, and they’ve become much selective in the kind of firms they want to buy.”
From InvestmentNews
Added on February 2017 in M&A Issues
0 visitor like this article | Viewed 4317 times | 0 comment
Summary: The latest M&A report from Fidelity Custody & Clearing describes the 104 deals in 2016 as an anomaly, and projects transactions for the current year to be more in line with the 138 deals of 2015.
From InvestmentNews
0 visitor like this article | Viewed 3602 times | 0 comment
Summary: We had a conversation recently with a financial adviser who recounted how he'd spent several hours with a client who had just inherited significant funds from a close relative. The client was wrestling with how to adjust to this steep change in his personal wealth, while deciding how to reengineer his overall financial plan under these new circumstances.
From IRIS
0 visitor like this article | Viewed 3814 times | 0 comment
Summary: Social Media Marketing for business is not a nice to have anymore but a critical marketing function that when directed and managed correctly can lead to real business growth.
