Knowledge and Insight
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Planners on Campus
Added on April 2014 in Join an RIA
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Summary: As the late afternoon sunlight casts shadows through the lecture hall, a handful of students at William Paterson University in Wayne, N.J., watch their professor fill a whiteboard with the words “broker,” “wirehouse,” “insurance,” “RIAs” and “suitability.” Indeed, making financial planning a viable academic pursuit for undergraduates is meant to overcome one of the industry’s big obstacles: the fact that young people just don’t seem that interested in joining it.
Advisors: Are You Confident in Your Value?
Added on April 2014 in Manage Your Practice
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Summary: One of the biggest hurdles advisors must overcome in our industry today is having confidence in the value they bring to the table. If you’re not completely comfortable with how you position yourself and the way you communicate your value, it’s time to rethink your approach. Clients and prospects alike sense uncertainty and recognize when you don’t believe in your own message. Establishing a strong opinion and exuding confidence require digging a little deeper. So what can we do to improve our effectiveness? Here are a few tips to help boost your confidence and improve how you communicate your value proposition:
Two Reasons Why a New Wave of Breakaway Brokers Is On the Way
Added on April 2014 in Join an RIA
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Summary:Growth in the registered investment advisor (RIA) channel has surged in recent years. Once derided by some as a temporary fad, independence has become the new normal for advisors considering the move from a wirehouse or other channels. The RIA model is ideal for those seeking greater autonomy in running their businesses, higher income potential, and the ability to have more personal relationships.
How Lewis' "Flash Boys" will impact the financial advisory industry
Added on April 2014 in Thought Leadership
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Summary: There are good books that make you think differently about the world, and occasionally great books that really make you question the underpinnings of what you think reality is. I believe the new Michael Lewis book, “Flash Boys,” falls into the latter camp.
Half Of Advisors Feel Out Of Control
Added on April 2014 in Thought Leadership
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Summary: Half of all financial advisors feel they are at least somewhat or completely in control of their businesses and their time, leaving the other half to feel varying degrees of being out of control, according to a new FPA study. Fifty-three percent of the advisors surveyed say they are not in control of their time and 49 percent say they are not in control of their businesses, according to the 2014 Time Management and Productivity Study conducted by the FPA Research and Practice Institute. The remainders in both cases are either somewhat or completely in control.
