From InvestmentNews
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Summary: By now, most financial planners have probably heard the story of how 13 individuals in different areas of the financial services industry — mutual funds, stock brokerage and life insurance among them — gathered in an airport hotel in December 1969 and planted the seeds of what has become the financial planning profession.
From ThinkAdvisor
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Summary: So you’ve decided to expand your client base through social prospecting. You’ve identified a few community organizations where your high-net-worth prospects are likely to show up and you would be a good fit. (If you haven’t, check out 9 Great, Good and OK Places to Meet Wealthy Prospects.) Now you need a strategy.
From
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Summary: [Podcast] My guest on today’s podcast is Matt Oechsli. Matt is the founder and CEO of The Oechsli Institute, which does primary research into affluent investors and how they select advisors, and then provides financial advisor marketing and sales consulting and coaching on how to leverage those research insights to grow their firms by reaching more affluent clients.
From InvestmentNews
Added on September 2019 in M&A Issues
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Summary: Not a week goes by that I don't see an article about how advisory firm valuations are at all-time highs.
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.
