From Think Advisor
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Summary: As the average age of financial advisors creeps upward, the industry is looking for the next generation of advisors to replace them. 2015 report by PwC of CEOs at global financial services firms found three-quarters of respondents believe diversity at their firms has led to more innovation, and better customer satisfaction and business performance.
From Financial Planning
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Summary: When financial advisors decide to go independent, one of their most important choices will be choosing a broker-dealer and/or a custodian.
From IRiS
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Summary: If you are a financial advisor, you are in the relationship business. It’s all about earning trust and developing a connection with your clients that can last a lifetime. Technology has changed the landscape of how people meet and connect.
From Financial Planning
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Summary: Financial advisors are buzzing these days with long-needed discussions about fee structures and the way clients pay advisors for their services. But setting a fee structure is only half of the equation. The other half is the distribution of compensation throughout the firm, from support staff to ownership.
From Think Advisor
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Summary:One of the great comic scenes in early television starts with Lucy and her best pal Ethel, of “I Love Lucy,” wrapping chocolates on a production line. “If one piece of candy gets past you and into the packing room unwrapped, you’re fired!” threatens the supervisor.
