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Summary: Anspach’s firm has gone from handling $33 million in assets under management at the end of 2011 to $115 million at the end of 2016. Her website, which had garnered 10 client inquiries each year before the marketer went to work, now brings in 100 to 120 potential clients annually.
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Summary: Advisors’ life work centers on helping others prepare for the future, so it is surprising how often they fail to plan their own with a detailed succession plan. It is, of course, difficult to picture client relationships nurtured and grown for decades being placed in the hands of someone else. It is likewise all too easy to put off these difficult decisions to some other day down the road.
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Summary: [PODCAST] On this episode, Matt chats with Wes Stillman, founder of RightSize Solutions, a cloud-based technology solution company servicing the wealth management industry. This episode provides tons of insight for RIAs to enhance their understanding of cybersecurity issues.
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Summary: We’re well into the New Year and your marketing is in full swing, right? Not quite the case? Well you’re not alone. An FA Insight study of advisory firms found “only 50 percent of surveyed firms developed an annual marketing plan and just 32 percent of these firms had a position dedicated to marketing or new client growth.”
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Summary: In order to provide real-time access to personal account and investment information, advisory firms use cloud-based technologies to deliver new products and services to their clients. Unfortunately, doing so provides cyber criminals with an access point to seize sensitive financial information for ransom or sale.
