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.
From On Wall Street
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Summary: What is the No. 1 reason clients come to you for advice? The answer, I think, is that they are going through some kind of personal or financial transition, and they are trying to figure out how to manage it.
From Think Advisor
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Summary: New research from global analytics firm Cerulli Associates suggests that technology innovations will help grow — not hinder —an advisor’s business.
