1 visitor like this article | Viewed 4028 times | 0 comment
Summary: Attracting women to the financial advisory profession remains a huge challenge, but those who’ve found their calling here are determined to tackle it. They’re leading initiatives that are part of broader efforts to attract, train and retain advisors who bear a strong resemblance to clients.
1 visitor like this article | Viewed 4068 times | 0 comment
Summary: Content marketing for advisors has changed quite a bit since the mid-1990s when I first became involved in personal financial planning. How do advisors get relevant content into the hands of clients and prospects? How do they track whether clients and prospects are reading the content? How do advisors encourage them to share the content with their circle of contacts?
1 visitor like this article | Viewed 3689 times | 0 comment
Summary: In his book “The Hard Thing About Hard Things,” Silicon Valley entrepreneur Ben Horowitz discusses the hardest things about building and running a business. One of those “hard things” is that as the CEO or founder of a business, you know things that no one else knows, so you have a perspective that no one else has.
1 visitor like this article | Viewed 3942 times | 0 comment
Summary: Whether founders are turning firms over to internal successors or making plans to be bought out down the road, transitions will be more successful if certain elements are crafted into the agreements.
Added on March 2016 in M&A Issues
0 visitor like this article | Viewed 4537 times | 0 comment
Summary: Advisors should first thoroughly understand why they are really seeking to team up with another firm, says Kevin J. Meehan, regional president of Wealth Enhancement Group in Itasca, Ill.
