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Summary: As a financial advisor running your own practice, enhancing your virtual online presence is key to successful growth. This week, I had the pleasure of speaking with Jennifer Goldman, President and founder of My Virtual COO. My Virtual COO provides an array of services for wealth advisory firms ranging from ongoing tech service and support related to integrations, workflow processes, and more.
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Summary: Financial advisors can now earn continuing education credits approved by the Certified Financial Planner Board of Standards regarding Medicare.
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Summary: Despite its crucial importance, financial literacy continues to be an intimidating topic — not just for savers across the age spectrum, but for professionals who are in a position to help address the problem of financial illiteracy across the country. I've spoken with many financial advisers who would love to help teach financial skills in their own communities, but find it difficult to approach the subject in a way that will reach the audiences who need this education the most — namely young people, retirees and pre-retirees.
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Summary: Established incumbents and nimble start-ups are in a race to find new opportunities. While some will go it alone, collaboration and acquisition between incumbents and start-ups will increase across investing, banking, insurance and wealth management.
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Summary: The consulting firm Moss Adams has estimated that the industry could face a shortfall of more than 200,000 advisers by 2022. Now, more than ever, attracting and retaining talent is essential to an advisory firm’s success.
