From Think Advisor
1 visitor like this article | Viewed 4353 times | 0 comment
Summary: The veteran advisor who has built a billion-dollar wealth management firm says there’s one troubling issue he and his owner-advisor peers share. While the next generation of advisors has many great skills, it doesn’t know how to sell. The firm run by this advisor is an SEC-registered, proudly fee-only RIA firm. “Fee-only” and “sales” are rarely uttered in the same sentence, but his point is well-made. All advisors are salespeople, even if the only “thing” they’re selling is their firm.
From Think Advisor
1 visitor like this article | Viewed 4084 times | 0 comment
Summary: Experience tells us that bullish stock markets will inevitably turn bearish: often, dramatically. Our Nov. 24 blog—“Buying High and Selling Low: Are you ready for the next downturn?”—suggested that the damage to independent advisory firms from failing to be prepared for the next down market almost always outweighs any growth gained during the tail end of a run up.
From InvestmentNews
1 visitor like this article | Viewed 4118 times | 0 comment
Summary: The 2014 InvestmentNews Financial Performance Study of Advisory Firms found that the only marketing activity that top performing firms engage in more frequently than other firms was updating and upgrading their websites.
From Financial Planning
Added on January 2015 in M&A Issues
1 visitor like this article | Viewed 4710 times | 0 comment
Summary: Mariner Wealth Advisors made a big splash in a tight M&A market, taking a majority interest in Vantage Investment Advisors, a $1 billion RIA based in State College, Pa.
From ByAllAccounts
1 visitor like this article | Viewed 4337 times | 0 comment
Summary: The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource for you and the continued growth of your firm. However, with the range of industry conferences, it can seem overwhelming when deciding which conference is the best fit from both an investment of time and money perspective.
