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Summary: More than four out of five financial advisors are using social media for businesses purposes and close to 100% are using social networks for business or personal purposes, according to Putnam’s sixth social media survey.
Added on April 2019 in Form an RIA
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Summary: Brunch, hip-hop and avocado toast—many in the financial industry look at these words and see clichéd shorthand for “millennials.” Financial advisor Pamela Capalad, however, sees them as real touchpoints on which to find common ground with prospects and clients.
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Summary: The talent shortage is one of the biggest challenges our industry is currently facing, so it's no surprise that finding and recruiting the right talent were top of mind for attendees at TD Ameritrade Institutional's annual adviser conference, National LINC, this year.
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Summary: Financial technology companies are in such a hurry to get work done as soon as possible, they may be overlooking an extradordinary talent pool, according to Jason Young, the CEO of Mindblown Labs, an education technology company.
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Summary: A client meeting doesn’t start when you walk in the door and say good morning to your client. Rather, it begins a day earlier, as you mentally prepare and reflect on how to make that meeting a success for both of you.
