From InvestmentNews
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Summary: Between gathering with clients, prospects, centers of influence, product providers, colleagues and staff, advisers spend most of each week in meetings. Business development expert Cameron Herold offers five tips for turning each huddle into a more productive session.
From Financial Planning
Added on January 2016 in Join an RIA
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Summary: The CFP Board has tapped attorney Marilyn Mohrman-Gillis as the inaugural head of its new CFP Board Center for Financial Planning. The center, created to attract and support the next generation of planners through research, forums and new initiatives, launched in January.
From Financial Planning
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Summary: Financial Planning annually ranks the largest, truly independent RIAs in the United States – but where do they fall on the map? Click through to see a breakdown of the top 150 firms by region.
From InvestmentNews
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Summary: Independent financial advisers are increasingly finding clients from a range of investor pools, not just snagging most away from big-name brokerages. In some cases, they are even stealing them away from firms that look a lot like themselves.
From IRIS
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Summary: How many of you have written the following at some point?
- Just checking on the status of…
- Actually, I only needed…
- Sorry to bother you…
I know I have done this! So, why do we do this? Why strip our writing of any power? Are we really sorry for bothering someone for something we need? Is our goal to minimize what someone else thinks of our request?
