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Summary: Mr. Hill wanted to know how this potential purchase fit in with their larger financial plan, so he met the couple at their home. He began the meeting by explaining that he typically takes an inventory of all of his clients' assets and liabilities to get a better sense of their whole financial picture--even if they're just inquiring about insurance.
Added on March 2014 in Join an RIA
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Summary: If you’re an advisor who is ready to leave a wirehouse, you’ve no doubt been doing your homework about making the transition to the independent space. You’ve been reading everything you can get your hands on, talked to other advisors who have made the move and done due diligence on the business model you want to pursue. Here are seven things that you should do before leaving your wirehouse role.
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Summary: You can lead an advisor to water. But why do they sometimes choose straight-from-the-tap instead of Perrier? When it comes to practice management consulting there is often times a disconnect between the “coaching” or “consulting” — i.e. the thinking that is delivered or recommended — and the actual execution i.e. the doing of the recommended actions.In an effort to make some of the more common “consulted on” topics easier to digest and implement, I have broken them down into easy to execute steps.
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Summary: Over the past year, Collegefeed met with more than 300 companies to understand their college hiring strategies and tactics — from employers with large university hiring infrastructures to recently funded start-ups looking to hire fresh grads, interns, and young alum. Not surprisingly, 84% understand that college hiring is important. Yet almost all agree that it’s really hard to attract good college talent. In fact, 92% believe they have a “brand problem” when it comes to their efforts.
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Summary: Empathy--the capacity to recognize and share another person's experiences and emotions--is a crucial trait for advisers to have if they want to succeed in an industry that is about effectively handling client emotions as well as their money. If a client feels listened to and validated, the adviser can win over that client for life, and more, therapists and advisers say.
