From Financial Planning
0 visitor like this article | Viewed 3383 times | 0 comment
Summary: Look at almost any financial publication these days and there always seems to be a mention of one or more firms getting bigger from organic growth, merger or acquisition. Just from the sheer number of mentions you get the impression bigger is better and a good measure of success. This idea isn’t unique to the wealth management industry. Everywhere you hear about “growth,” “being great,” or “leading the industry” as necessary to survive in business.
From IRIS
1 visitor like this article | Viewed 3341 times | 0 comment
Summary: Everyone loves to be helpful. Because of this, you have a great opportunity to learn more about your prospects and clients if you learn how to ask the right questions at the right times.
From Think Advisor
1 visitor like this article | Viewed 2942 times | 0 comment
Summary: Invesco Ltd. announced this week that it will collaborate with Pershing to offer Jemstep Advisor Pro, the firm’s advisor-focused digital advice solution, to Pershing’s clients.
From On Wall Street
1 visitor like this article | Viewed 3254 times | 0 comment
Summary: As firms compete to attract the next generation of talent, there are a few key steps that should be prioritized.
From FPA
1 visitor like this article | Viewed 3324 times | 0 comment
Summary: James Clear, entrepreneur and weightlifter, said as much in his session on breaking bad habits and developing better ones at FPA Retreat 2016. Building better habits, Clear said, will serve both you and your clients, and it starts with changing the way you do things.
