From IRIS
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Summary: Investors under the age of 40 present a huge opportunity to advisors. The next generation represents a larger population than the Baby Boomer clan who came before them. Studies show they are not satisfied with the financial advice they are receiving. To ensure your firm will remain relevant to these young investors, your attention and ability to adapt to their preferences and expectations are crucial.
From Financial Planning
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Summary: When Victoria Collins started her transition into retirement a half-dozen years ago, she wasn’t overly concerned about getting equity out of the firm she helped found in 1990. Indeed, she still owns a 5.6% stake in First Foundation, the wealth management company’s publicly traded parent.
From Financial Advisor IQ
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Summary: Advisors will spend lots of time this year figuring out how to adapt to new technology and to potential changes in regulations, according to executives at major custodians and tech vendors.
From Financial Advisor Magazine
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Summary: Straightforward and accessible, Beverly D. Flaxington’s new book, The Pocket Guide to Sales for Financial Advisors is a concise exploration of how to improve sales and increase referrals.
From Financial Advisor Magazine
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Summary: If we want to have a good financial advice industry, we need to own it. One way to do that, among others, is to sell our firms internally to our subordinates. Internal succession—passing the baton to people actively engaged in the business—is one of the best ways to keep a firm’s culture alive and keep promises to clients and employees
