From Financial Advisor IQ
1 visitor like this article | Viewed 4222 times | 0 comment
Summary: Advisor Mike Perry likes to tell his clients about one another: not to satisfy prurient curiosity — and not, of course, as a testimonial — but to show how a particular planning strategy worked for someone else in the past.
From On Wall Street
1 visitor like this article | Viewed 4377 times | 0 comment
Summary: Every financial advisor needs to have a sharp marketing message in order to attract new clients. The strongest message can emerge from a relatable narrative that portrays you as the guide who provides your clients with the tools they need to solve their money woes.
From Financial Planning
Added on March 2015 in Form an RIA
1 visitor like this article | Viewed 4224 times | 0 comment
Summary: Does the way you spell “advisor” change your obligation to clients? The question of whether RIAs should describe themselves as “advisers” instead of “advisors,” to show their adherence to the federal Investment Advisers Act of 1940 — and, for that matter, whether Financial Planning should follow suit.
From Financial Advisor IQ
Added on February 2015 in M&A Issues
0 visitor like this article | Viewed 4415 times | 0 comment
Summary: Advisors looking to grow business through M&A must look beyond financials at talent retention and cultural fit, say experts who attended Pershing’s regional symposium Wednesday in New York.
From Think Advisor
1 visitor like this article | Viewed 3579 times | 0 comment
Summary: I’ve noticed something lately about the advisors with whom I coach. They no longer tell me they are busy. Why? They have become all too familiar with my response to that statement. “Are you good busy or bad busy?”
