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.
From Advisor Perspectives
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Summary: I recently attended an event where they were talking about how to deal with support staff and younger advisors. The leader talked about how you should never consider your staff to be “just servicing,” and how you need to get them involved directly with clients and bring them into your meetings.
From ThinkAdvisor
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Summary: Simply put, the vast majority of marketing advice is for the general public — to get people interested in products sold, not professional services businesses delivering special care and tasks to potential clients. Plus, there’s a lot of “misinformation” out there about how advisory firms “truly” grow and gain additional market share and clients.
From RIA Match
Added on October 2019 in M&A Issues
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Summary: I've been running my own practice for roughly five years. It has been built from scratch using a phone and forming relationships with CPA's. I did Investment Banking and Ag Banking before I started my own firm. I am looking for someone that needs a subadvisor or succession plan. I have a very aggressive work ethic but never had a mentor to give direction on building a book of business.
