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Summary: “Your talk made me uncomfortable,” confessed Terry, with a pained expression on his face, “I know what I need to do – I need to develop better relationships with the CPAs I’ve been targeting, but they’re swamped in the weeks leading up to April 15th
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Summary: Fidelity’s 2014 RIA Benchmarking Study found that RIA firms that have a formal marketing and business development plan; write and share internally and externally a shared corporate story; and have a clearly defined referral process outperform their advisory firm peers in client growth, AUM and revenue.
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Summary: His company does for advisory clients what I wish my doctors would do for me: enables advisors to populate all their forms with the information that their clients provide one time—online. It may seem like a small thing, but it’s the kind of service that clients will appreciate, and remember.
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Summary: While some advisers may dismiss Mr. Robbins as “out of his element” when it comes to financial services, it's clear he's getting a crash course in our business from some of the world's sharpest thinkers.
Added on April 2015 in Form an RIA
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Summary: Advocates are gaining momentum in the already contentious debate over a new fiduciary standard, while opponents warn the rule-making process needs to slow down.
