From LinkedIn Pulse
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Summary: When a visitor does come to your office, you want them to see a reflection of who you are, so they get a sense of what you’re all about. The equivalent digital space to your physical office is your website. And your blog is where people will find out more about you, instead of coming in to your office. It’s where you put your personality on display and your company culture (the one you work to create, like I discussed in this post) for the whole internet to see.
From Think Advisor
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Summary: [VIDEO] Jamie Hopkins, Esq., MBA, RICP®, Co-Director of the New York Life Center for Retirement Income at The American College of Financial Services, joins Dr. Katy Votava, President and founder of health care consulting firm GOODCARE. The pair discuss how financial advisors can find resources for quality health care advice to recommend to their clients, including several websites that provide specialized Medicare consulting.
From Financial Planning
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Summary: For years, financial industry writers and consultants have probed every aspect of how to create a smooth succession for financial advisory practices.
From Financial Planning
Added on August 2016 in M&A Issues
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Summary: There is no question that the planning profession is currently experiencing a period of consolidation. Smaller firms are merging to create multi-partner entities, more often than ever before. Larger firms are buying practices that never created a viable succession strategy. At every conference I attend these days, I hear hallway conversations about the advantages of scale.
From Advisor Perpectives
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Summary: Advisory firms face a daunting challenge as they prepare themselves for the latest version of the future. They will have to retool their service offering for a new generation of clients (aka Millennials), who have very different preferences, different advice needs and far more digital sophistication than your Baby Boomer clients ever had.
