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Summary: The ball doesn’t lie, and neither does the math. As an industry, our client acquisition rate has slowed from 7.1 percent in 2014 to 5.8 percent in 2016, asset growth has dropped from 10.6 percent in 2014 to 8.9 percent in 2016, and revenue growth has deteriorated from 14.4 percent to 6.6 percent over the same period, according to the 2016 FA Insight Study of Advisory Firms by TD Ameritrade.
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Summary: If you’re an ambitious female advisor going hard after new business, you’ve likely heard comments like these:
Added on March 2018 in M&A Issues
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Summary: In the last article we considered the pros and cons of achieving revenue growth through acquisition. In this blog we examine the options to accelerate growth through selling your firm. But before we do, an overview of the M&A landscape may be helpful.
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Summary: Every organization is looking for the ingredient that will give them a competitive advantage; make them standout among their competitors.
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Summary: Our biggest social media request right now is Facebook Lead Generation. Why? It’s pretty exciting that the right blend of targeting, message and imagery can lead to actual prospect meetings. This technique didn’t exist a decade ago and it wasn’t very common even a year ago. With all the excitement, it’s easy to get into the leads, leads, leads tunnel vision, but there are other Facebook strategies worth considering. Some might say these are even more powerful (and cheaper).
