From IRIS
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Summary: Smart professional firms and sellers adopt a variety of tactics to overcome this with the core principle being to nurture the relationship with high potential customers over time. Each interaction – be it a call, a meeting, a useful article clipped and sent, or an email newsletter – is designed to add value to the customer/prospect and to strengthen the relationship. Done well, these approaches have a huge payoff.
From IRIS
Added on November 2016 in M&A Issues
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Summary: From aging advisors, to low-cost online competition, to more strict regulatory requirements increasing the overall cost of doing business, savvy buyers are able to capitalize on these trends in order to grow assets and acquire talent through aggressive inorganic growth strategies.
From Think Advisor
Added on November 2016 in Form an RIA
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Summary: Three technology executives say there are several key ways advisors can use technology to achieve scale and efficiency in their firms, which they shared Thursday during a webinar hosted by ThinkAdvisor and sponsored by Pershing.
From Financial Plannning
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Summary: As communication trends and consumer demands change, so must an adviser’s marketing strategies. Of the trends that will blossom in the coming year these five will most impact how advisers conduct business. As you prepare for 2017, consider integrating these developments into your marketing plan.
From Financial Plannning
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Summary: For many years, comprehensive wealth advisers have been providing financial plans for clients. While each adviser has their own process they walk clients through, the specific processes are likely a bit similar.
