From IRIS
1 visitor like this article | Viewed 2749 times | 0 comment
Summary: This is you in a world where you’re constantly proving yourself. There’s tremendous competition. If you want to get ahead and stay ahead you need to communicate your message clearly, effectively and persuasively. You need to get people to follow your call-to-action.
From WealthManagement.com
1 visitor like this article | Viewed 3316 times | 0 comment
Summary: Should you be Facebook friends with your clients? Absolutely. Why not? Our studies have shown five years of evidence that getting social improves the business relationship. The larger question to us is when and how should you do it?
From InvestmentNews
0 visitor like this article | Viewed 3293 times | 0 comment
Summary: About 100 high school students will learn firsthand what life as an adviser is like this summer through an industry program aimed at showing them that financial planning is very different than what they see in movies like "The Wolf of Wall Street."
From WealthManagement.com
0 visitor like this article | Viewed 2788 times | 0 comment
Summary: There are lots of different marketing tactics you can use to promote your financial services firm—from social media, to direct mail, to your website, to seminars, and even radio. But what’s the best approach?
From Financial Advisor IQ
Added on April 2016 in M&A Issues
1 visitor like this article | Viewed 3706 times | 0 comment
Summary: The pace of mergers and acquisitions among wealth management firms is up, with so-called strategic acquirers leading the buy-side charge among sellers who are in part motivated by the prospect of having to tackle significant regulatory changes.
