Knowledge and Insight
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Latest Threat to Financial Advisors
From Financial Planning
Added on August 2014 in Thought Leadership
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Summary: You may have heard recently that the financial planning profession is under attack. Advisors are in grave danger of being rendered irrelevant, the Cassandras warn, by the online investment advisory platforms: the so-called robo advisors. What you don’t hear is that this is nothing new. In fact, the short history of the financial planning profession can be viewed as a series of evolutionary responses to different mortal challenges — all of which, in one way or another, have sharply questioned the relevance and value of financial planners.
Contingency Planning: 3 Steps to Overcome the Obstacles
From ByAllAccounts
Added on August 2014 in Plan for the Future
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Summary: A contingency plan is the first step in a succession plan. If you can take that first step, you are closer to your goal of safeguarding your clients, your employees, the value of your firm and your families. In this artcle, Mary Ann Buchanan provide 3 actionable steps to begin your contingency plan.
How Financial Advisors Can Identify New CPA Relationships through Social Media
From SEI
Added on August 2014 in Manage Your Practice
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Summary: CPAs are connected with so many clients for tax preparation and as such, they can be a terrific source of new business. If you’d like to get introduced to new accounting relationships and discuss how you share their vision of helping clients save money on taxes, social media is a tool you should consider. There are many ways for you to meet CPAs and accountants via social media. this article break them down by platform.
Cantor Fitzgerald Acquires $120 Million RIA
From wealthmanagement.com
Added on August 2014 in M&A Issues
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Summary: New York-based Cantor Fitzgerald Wealth Partners has acquired Capital Planning Advisory Group, a Yardley, Pa.-based RIA and the sixth team to join Cantor’s wealth management business since the launch of that division last September. The team manages about $120 million in assets, according to Meridian-IQ. The acquisition brings Cantor Fitzgerald's wealth management division to just over $3 billion in assets.
10 LinkedIn Signals Financial Advisors Can Use to Nurture Relationships
From LinkedIn
Added on August 2014 in Manage Your Practice
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Summary: If your prospect or COI has a LinkedIn account, you should connect with them. Period. Not only does it enable you to learn heaps of information about your prospect, it creates additional touch points. These creative points of contact help raise overall awareness and progress your relationship. Here are ten situations that give you an easy reason to touch-base with prospects and COIs on LinkedIn. We’ve also included a few ways you might respond.
