From Financial Advisor IQ
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Summary: Most financial advisors target high-net-worth clients. It is, after all, where the money is. But some advisors find that helping clients with less money can return benefits to them — both in strengthening ties to the next generation and in giving back to the community. The challenge, say advisors, is integrating such clients into existing practices in efficient and affordable ways.
From wealthmanagement.com
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Summary: According to new data from Corporate Insight, online financial advisors increased their total assets under management by 11 percent in the first six months of 2015 to a total of $21 billion, even as markets remained relatively flat. Assets are up 34 percent since July 2014.
From Financial Planning
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Summary: By and large, the people you encounter as a financial advisor want to be heard and understood. If you spend the majority of your time showing interest in them—their goals, their interests and their concerns—you will quickly start building the trust, loyalty and goodwill that is essential to landing clients and keeping them with you for decades
From Think Advisor
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Summary:The fastest growing segment of the financial advisor market is also the segment least dependent on outside support from asset managers, insurance companies and broker-dealers. That’s just one of many findings from Practical Perspectives’ latest survey on “Value Add Support to Financial Advisors.”
From Think Advisor
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Summary: Fifty-six percent of advisors responding to Hartford Funds’ third annual Advisor Anxiety Survey, released Monday, reported that they focused on attracting millennial clients “less than other age groups” or “not at all” even as they identified prospects in that category.
