Knowledge and Insight
Take advantage of the wealth of information in the Knowledge and Insight Digest. Read curated and organized industry articles.
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Get an early start: 7 ideas for 2017's strategic planning
From Financial Planning
Added on September 2016 in Manage Your Practice
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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.
Leaving the nest: The risks and rewards of going solo
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.
Life Insurance and Business Succession Planning
From WealthManagement.com
Added on September 2016 in Plan for the Future
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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.
Getting the Word Out
From WealthManagement.com
Added on September 2016 in Manage Your Practice
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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.
Financial Marketers Need to Adapt to How and Where People Are Getting Their Content
From IRIS
Added on September 2016 in Thought Leadership
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Summary: Curt Chandler, Penn State professor and multimedia guru, spoke these words to Gregory FCA staffers recently during a presentation about communications best practices in today’s digital age. Chandler explained that one of the biggest mistakes marketers, journalists and PR professionals can make is expecting their target audience to find their content no matter where they post it. Instead, it is paramount for today’s communications professionals to identify where their audience gets their information and meet them there.
