From ByAllAccounts
1 visitor like this article | Viewed 3658 times | 0 comment
Summary: There is a famous quote by Lewis Carroll that says, “If you don’t know where you are going, any road will get you there.” Having a vision and knowing where you want to go is one of the cornerstones of your business.
From Financial Advisor Magazine
1 visitor like this article | Viewed 3942 times | 0 comment
Summary: Whether you’re a solo practitioner or a partner in an ensemble practice (or work for one), I suspect that business is good for you these days. That said, some in our field believe you’re going to be out of business within five years.
From InvestmentNews
1 visitor like this article | Viewed 3918 times | 0 comment
Summary: It's time for financial advisers to start figuring out how to integrate an online advice solution into their businesses because clients will increasingly expect financial services to be delivered this way.
From wealthmanagement.com
1 visitor like this article | Viewed 3733 times | 0 comment
Summary: Recently, I had a disheartening conversation with a couple friends of an independent advisor who had tragically passed away unexpectedly. The advisor, a large producer with a lucrative book of business, had worked in the industry for decades and was an invaluable member of his firm.
From InvestmentNews
1 visitor like this article | Viewed 3594 times | 0 comment
Summary: The robo-adviser buzz is heavy in industry media, but I had to put in my two cents. It's true that robo-advisers can be competition, but, for the most part, we advisers still have it all over them. It's simply a question of communicating our value.
