From InvestmentNews
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Summary: Writing a book can do big things for financial professionals. Books reinforce the credibility of the author and can help establish the author as a thought leader and authority figure in the eyes of potential clients, plus it gives you an invaluable marketing and lead generation tool.
From Financial Planning
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Summary: Here are seven trends we expect to be at the top of RIA agendas next year. Most firm leaders know that to be successful, you can’t do too many things at once. Fidelity recently hosted a meeting of over 20 RIA firms in Boston, and the consensus was overwhelming: focusing on just a few key action items is the best way to help drive measurable results for your firm.
From On Wall Street
Added on September 2016 in Form an RIA
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Summary: The most common concerns are the ability to convert clients and overall financial uncertainty. However, if advisers identify the clients who are most reachable and profitable, along with creating a differentiator to separate themselves from other firms and independent advisers, the overall goal of flying solo is attainable.
From WealthManagement.com
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Summary: Few people think about what will happen to their business after they die and therefore rarely put together a plan. Fewer may even think that a family or closely held business should be considered a part of their estate plan. However, for many small business owners, their financial interest in their business may be the largest asset that they have and represent most of the wealth that they will transfer at the time of their death. When transferring a family or closely held business, a well-funded life insurance policy can play a very large role in a smooth transition.
From WealthManagement.com
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Summary: Most small to medium-sized firms don’t have the budget to create, produce, edit and run a large-scale media advertising campaign. Newspaper advertising rates in many markets are very expensive, even as readership declines. Television advertising, likewise, is both expensive and fragmented.
