From Psychology Today
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Summary: Life is change. Outwardly, every day is a new experience; even if you do take the same route to work there are different cars and different drivers and your view might be different. Inwardly, we know that our bodies are changing (link is external), too. Change is happening outside us and within us all of the time. By the time you finish reading this article, you may not feel like the same person who started reading it!
From InvestmentNews
Added on December 2015 in Join an RIA
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Summary: With Thanksgiving over and the rest of the holiday season creeping up on us, now is the time when advisers begin to finalize their business and strategic plans for the upcoming year. For many on the wirehouse side, that means laying the groundwork for a move to the independent space
From WealthManagement.com
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Summary: What would advisors do with an extra dollar? Most would put it towards growth opportunities, according to the 2015 Scottrade Advisor Services Study. This was the top answer among advisors of all sizes, although those with between $10 million and $100 million in assets were the most likely to spend that dollar on growth
From WealthManagement.com
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Summary: In-person meetings will continue to the be the dominant way advisors communicate with their clients in 10 years, according to SEI's 2025 prediction survey, with 58 percent of advisors saying that will remain their top way to work with clients. Video conferencing came in a distant second at 32 percent.
From InvestmentNews
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Summary: Text messaging. We're all doing it. In a recent Pew Research Center study, researchers found that 97% of smartphone owners send text messages. Not only is text messaging easy to do from a mobile phone, it's a highly effective and efficient way to communicate — and financial services companies can't ignore it.
