From Think Advisor
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Summary: Like most advisory firm owners and business consultants today, when I started my consulting business 15 years ago I thought business consulting was an ongoing process: with the consultant serving as an “off the books” member of the executive team, working to grow a successful advisory business. I even described my services as a “virtual CEO or COO,” or some fancy name that I care not to remember.
From InvestmentNews
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Summary: Brokers who change phone numbers and email addresses in an attempt to retain clients before leaving their firms is a regular problem that has sparked recent disciplinary action, according to the Financial Industry Regulatory Authority Inc.
From On Wall Street
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Summary: When you work with a smorgasbord of client types — with different financial situations and goals — you need multiple service models. Different clients may receive different and better (or worse) service than others. Juggling the many disparate needs of these clients can quickly leave you feeling stressed, overworked and burned out.
From Financial Plannning
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Sumnmary: When meeting with advisers in their offices, I often hear, “The average age of our client base is 67 years old. We know the statistics — 90% of children fire their parent’s adviser. We are scared to death that we will lose the next generation. We need to offer a robo solution because these kids have grown up in the digital age!”
From Think Advisor
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Summary: In her soft-spoken way, Sheryl Garrett is a booming voice of the financial services industry. Despite that distinction, President Barack Obama is one of her biggest fans: In his speech last year pushing the Department of Labor to press on with its fiduciary standard rule, he pointed out Garrett by name as an FA who puts the best interests of her clients first. Attending the AARP event, Garrett, at Obama’s request, rose to a round of applause.
