From Advisor Perspectives
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Summary: As a financial advisor turned digital-marketing consultant, I know how hard it is to get leads and new clients. That is why you’ll be surprised at this simple way to quickly generate more leads.
From ThinkAdvisor
Added on October 2019 in Form an RIA
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Summary: I mention this because many advisory firms assemble their tech stack in a similar way — by adding one piece at a time instead of building a comprehensive plan of compatible software.
From
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Summary: The registered investment advisor career has an image problem. College graduates and career-changers should be eager to join a strong and growing profession with great job prospects, yet misperceptions about who advisors are and what they do are hindering the profession’s access to new talent.
From InvestmentNews
Added on October 2019 in M&A Issues
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Summary: I spoke at a conference recently, and I couldn't help but notice the advanced ages of many of my peers.
From CNBC
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Summary: And how is technology changing the client experience with advisors? In a word, profoundly. From how investors find advisors, to how they interact with them, to how they exchange information and content and draft financial plans, the relationship between clients and advisors is evolving rapidly.
