From InvestmentNews
0 visitor like this article | Viewed 3633 times | 0 comment
Summary: Two separate surveys, one by Smarsh Inc., a compliance company, and another by Cogent Reports' Advisor Media Consumption, which collects data on financial advisers, both found that advisers are breaking down the barriers and using social media for their businesses.
From Wall Street Journal
1 visitor like this article | Viewed 4271 times | 0 comment
Summary: When financial advisers start their careers, they typically discover challenges they hadn’t expected. Many don’t make it through those harrowing first years. Here, some advisers who still are in their early years of practice share some of the surprises they have encountered, mistakes they have made and the lessons learned.
From Inc.
1 visitor like this article | Viewed 4237 times | 0 comment
Summary: If your LinkedIn profile reads more like a resume, you're making a huge mistake -- especially if you're hoping to land new customers. But don't just take my word for it. I recently talked with Mike Derezin, Vice President of LinkedIn Sales Solutions (and therefore a guy perfectly placed to know what helps small businesses gain new customers and build stronger business relationships), about ways you can create the perfect LinkedIn profile.
From InvestmentNews
1 visitor like this article | Viewed 3084 times | 0 comment
Summary: In a study set to publish in the coming week, InvestmentNews Research, in partnership with BlackRock, surveyed over 400 advisers with the goal of identifying what separates the largest, fastest-growing firms from their peers on a host of issues affecting their businesses today.
From WealthManagement.com
1 visitor like this article | Viewed 3617 times | 0 comment
Summary: I’ve always found ‘networking events’ are valuable on many levels for advisors, more than just the obvious one of business development. Here are four tips to help you make the most of your next networking event experience.
