From IRIS
1 visitor like this article | Viewed 3989 times | 0 comment
Summary: Considering that 70% of the buyer’s journey is complete before a buyer even reaches out to you, one of the best ways to build trust and credibility is through content marketing.
From Financial Planning
Added on August 2016 in Join an RIA
0 visitor like this article | Viewed 4322 times | 0 comment
Summary: Are you looking to hire new talent? Or are you a young person looking to start a career in financial planning? Look no further. FP's expanded list of financial planning programs zeroes in on CFP Board-registered degree-granting colleges and universities this year. Click through to view the next 25 schools on the list, organized alphabetically (T-Z)
From Financial Planning
1 visitor like this article | Viewed 3859 times | 0 comment
Summary: Maybe it is generational, but as a millennial, albeit an old one at 34-years-old, I view the relationship between robo advisers and human advisers as similar to the relationship between autopilot technology and commercial pilots — yes, autopilot technology is a great tool to assist the captain, but I am not getting on a plane flown solely by a machine. Robo advisers represent a similar, potentially complementary relationship, for thoughtful planners.
From InvestmentNews
Added on August 2016 in M&A Issues
1 visitor like this article | Viewed 4949 times | 0 comment
Summary: Tiedemann Wealth Management is merging with Presidio Capital Advisors, a deal that stands out in the registered investment adviser industry for its large size.
From Financial Planning
1 visitor like this article | Viewed 3902 times | 0 comment
Summary: The benefits are myriad and include: A new source of revenue through affluent-client introductions; stronger loyalty among existing clients because of the enhanced skills and expertise your network provides; exponential growth from a steady stream of ideal clients; and you may even enjoy your career more. The elite advisers who excel at networking tell me time and again that collaborating with other professionals is tremendously energizing.
