From Financial Planning
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Summary: Most people who provide financial advice self-identify on their websites and business cards as professionals: as advisers, planners or (popular with the brokerage firms) vice presidents of investments. And I think because most of these people provide at least some level of financial analysis for their customers, they’ve convinced themselves that their primary activity is advice rather than sales.
From InvestmentNews
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Summary: Last year a majority of advisory firms saw their revenue levels stall, but a group of registered investment advisers increased their revenue by 23%, according to the new 2016 Elite RIA Study, produced by InvestmentNews Research and BlackRock.
From Think Advisor
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Summary: By now, some 45 years after the creation of financial planning and the independent advisory industry, virtually all advisory firm owners are well aware of the theory of “niche marketing.” The idea is to pick a specific niche or niches of clients to serve, such as doctors or corporate executives, vineyard owners, owners of dry cleaners, etc. — the more specific the niche, the better.
From On Wall Street
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Summary: Whatever you choose to call them,Gen Y, made up of people born roughly between 1977 and 1992, makes up the largest proportion of the U.S. labor force. This means that you probably have at least one working for you right now or, if not, your next hire may well be one. So understanding what they want from their jobs is becoming increasingly more important.
From IRIS
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Summary: The keywords there are “show” and “how“….and it is because so many advisers do not focus on these 2 words in the earliest stages of engagement that they struggle to get good prospects to engage in the full financial advice process.
