Knowledge and Insight
Take advantage of the wealth of information in the Knowledge and Insight Digest. Read curated and organized industry articles.
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Leaving the nest: The risks and rewards of going solo
Added on September 2016 in Form an RIA
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Summary: The most common concerns are the ability to convert clients and overall financial uncertainty. However, if advisers identify the clients who are most reachable and profitable, along with creating a differentiator to separate themselves from other firms and independent advisers, the overall goal of flying solo is attainable.
Life Insurance and Business Succession Planning
Added on September 2016 in Plan for the Future
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Summary: Few people think about what will happen to their business after they die and therefore rarely put together a plan. Fewer may even think that a family or closely held business should be considered a part of their estate plan. However, for many small business owners, their financial interest in their business may be the largest asset that they have and represent most of the wealth that they will transfer at the time of their death. When transferring a family or closely held business, a well-funded life insurance policy can play a very large role in a smooth transition.
Getting the Word Out
Added on September 2016 in Manage Your Practice
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Summary: Most small to medium-sized firms don’t have the budget to create, produce, edit and run a large-scale media advertising campaign. Newspaper advertising rates in many markets are very expensive, even as readership declines. Television advertising, likewise, is both expensive and fragmented.
Financial Marketers Need to Adapt to How and Where People Are Getting Their Content
Added on September 2016 in Thought Leadership
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Summary: Curt Chandler, Penn State professor and multimedia guru, spoke these words to Gregory FCA staffers recently during a presentation about communications best practices in today’s digital age. Chandler explained that one of the biggest mistakes marketers, journalists and PR professionals can make is expecting their target audience to find their content no matter where they post it. Instead, it is paramount for today’s communications professionals to identify where their audience gets their information and meet them there.
The DOL Fiduciary Rule Can Help Your Business Processes
Added on September 2016 in Manage Your Practice
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Summary: As Oliver brought to America’s attention, the widely-anticipated Labor Department changes to how financial advisors can counsel clients on retirement assets (commonly called the DOL rule) will begin to take effect in a year. This new conflict-of-interest—or fiduciary—rule requires all professionals to recommend what is in a client’s best interest when providing advice on 401(k) assets, individual retirement accounts or other qualified monies saved for retirement.
