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Summary: Just as you help clients establish a plan for their financial future, a marketing plan is the foundation for your overall growth and future. However, for the same reason individuals put off creating a financial plan, many RIAs don’t have a marketing plan – they find the hardest part is just getting started!
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Summary: They are young and committed to the technology they've spent years and their own money developing. But unlike some other fintech entrepreneurs, they have no ambition to upend wealth management.
Added on September 2017 in Form an RIA
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Summary: The Financial Industry Regulatory Authority Inc.'s mission is to protect investors from fraud and bad practices. It does this by writing and enforcing rules and regulations governing the nation's 3,700 broker-dealers and the 631,000 brokers who are affiliated with them.
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Summary: For Byron Ellis, hurricanes are old hat. The managing director in United Capital’s The Woodlands office, about half an hour outside Houston, told ThinkAdvisor that Harvey is the fourth or fifth hurricane or tropical storm he’s endured, but it doesn’t matter how a storm is rated. “Both can be equally as bad, whether it’s rain, or electricity is out, trees getting blown down,” he said.
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Summary: Good data helps you build trust and credibility. It empowers you to convert leads to prospects, and prospects to happy clients. Bad data, on the other hand, does nothing but inflate your ego at best. At worst, it can blind you to pitfalls that have the potential to undermine your business’ success.
