From IRIS
1 visitor like this article | Viewed 3889 times | 0 comment
Summary: Does your financial practice ignore the Baby Boomer generation? According to Annalect, a marketing data agency, the 78 million boomers born between 1946 and 1964 are the largest U.S. consumer demographic, with a total spending power of $12 trillion worldwide.
From Financial Advisor Magazine
1 visitor like this article | Viewed 4694 times | 0 comment
Summary: The way people communicate and do business is changing, and many advisors have looked to social media as a great opportunity to meet people and share influence. They’ve also seen it as a swamp full of traps and possibly a compliance nightmare. Many still wonder how best to use it.
From IRIS
2 visitors like this article | Viewed 4149 times | 0 comment
Summary: People do business with people they know, like and trust. Take a step back and think about that for a second… your clients and prospects should KNOW you (we covered that in part one). Hopefully they LIKE you, but above all do they TRUST you? Trust doesn’t happen automatically and trust is fragile.
From Financial Planning
1 visitor like this article | Viewed 4079 times | 0 comment
Summary: Thousands of financial advisors have embraced LinkedIn as a huge networking opportunity, a chance to increase their visibility and rub virtual elbows with millions of professional peers and, hopefully, new clients.Yet, many of these aspiring empire builders seldom get past “hello,” because their LinkedIn profiles are dull, buttoned-down, and lack color and personality.
From Investment Advisor
0 visitor like this article | Viewed 3863 times | 0 comment
Summary: In the case of Darrell Reese and Paul Kink, the fact that they were both Raymond James advisors was an important factor in Reese’s quick and seamless purchase of Kink’s Montana advisory firm. But they say they were lucky in their timing, and that they share the same values, thereby making the transition that much smoother.
