From Linkedin
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Summary: As an advisory firm the relationships you have with your clients is what I like to call “the secret sauce” of what makes your business successful. The people that work in your firm largely drive the value that is delivered to your clients. So the most important decision you make in the running of your firm is the selection of who joins your firm as a new hire.
From Think Advisor
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Summary: Calls for financial literacy programs in high schools aren't just for the benefit of a more informed consumer base. For Laurie Belew, 2016 chair of the FPA NexGen community, those programs are another avenue for young advisors to enter the profession.
From FA Magazine
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Summary: This article is part of a continuing series in which Paul Ellis, a well-known advisor and consultant on sustainable investing strategies, interviews industry professionals on the topics of millennials and sustainable investing. What follows is an interview with industry expert Lori Choi, wealth manager and partner at Veris Wealth Partners, a pioneering wealth management firm and recognized leader in sustainable and impact investing.
From InvestmentNews
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Summary: Lauren Faustini struggled for many years to find an adviser who was not solely focused on her money. Most of the advisers she worked with just made investment recommendations and barely knew her name. Now her adviser listens to what she needs, takes notes and helps with all her concerns, including finding her an elder attorney when her father-in-law's health was failing.
From Think Advisor
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Summary: Today’s independent financial advisors wear many hats, from portfolio manager to behavioral coach to chief financial officer of their own businesses. But there’s another responsibility that has become increasingly critical in recent years—that of identity protector. With major security breaches and other smaller-scale hacks on the rise, advisors need to understand where they may be vulnerable and what steps they should take to close any open doors to their clients’ sensitive information. It’s a big job, and it’s hard to know where to begin.
