From InvestmentNews
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Summary: Successful financial advisers are differentiating themselves with small, inexpensive touchpoints that strike a personal chord with their clients and taking other key steps to create a "five-star" experience for clients.
From RIA Match
Added on September 2019 in M&A Issues
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'My Story' is the perfect way to tell your firm’s value proposition. It appears at the top of your RIA Match Profile. We broadcast Featured “My Stories” to over 5,100 RIA Match subscribers. Best of all, ''My Story' is free to all subscribers! So, what are you waiting for? Write your ‘My Story’ today!
From Financial Planning
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Summary: Over the past two years, the number of calls I have received about how to successfully transition ownership to an internal successor has dramatically increased. It's about time. Two-thirds of financial planning firms now are developing an internal successor and 45% have a working plan in place or have recently implemented their succession plan, according to this year’s FA Insight People and Pay study.
From wealtmanagement.com
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Summary: How would you like to make your 2019 fourth quarter the most productive of the year? If you’re interested, and I’m sure you are, a Freakonomics podcast might provide the spark you need.
From wealthmanagement.com
Added on September 2019 in M&A Issues
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Summary: Advisors are bullish on the industry’s prospects for continued M&A, although some challenges, such as a lack of confidence that the next generation can afford to buy them out, abound, according to a recent DeVoe & Co. study.
