From IRIS
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Summary: Future Ready financial Advisors have a script binder to cover off the most important conversations and questions their best clients and prospects ask. Questions such as “ What do I get for the fee I pay?” Is it a process and a clear script, or do you wing the answer? Are you telling your ideal clients and prospects, we have a process and here it is with confidence, clarity and consistency.
From ThinkAdvisor
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Summary: Laser App published the first in a series of white papers on Wednesday detailing the trends and the effect they’ll have on the wealth management industry. The software company partnered with Nexus Strategy on the series.
From Financial Advisor IQ
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Summary: Succession planning is a long-term process, not a one-time event. For the well-being of yourself, your company and your clients, it is imperative to start as soon as possible. Here are a few do's and don’ts that come with succession planning.
From ThinkAdvisor
Added on November 2016 in Join an RIA
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Summary: The CFP Board Center for Financial Planning said Wednesday that it has partnered with Rock the Street, Wall Street to promote financial planning careers to high school girls.
From Financial Planning
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Summary: With the help from 15 wealth management experts, we have handpicked titles from our past successful reading lists that advisers must read this fall. Whether it's practice management, portfolio construction, succession planning or just inspirational reads, we have it covered.
