0 visitor like this article | Viewed 2972 times | 0 comment
Summary: Independent RIAs can derive benefits they may not have realized by leveraging a chief operating officer to manage day-to-day responsibilities. So says the sixth in a series of industry reports from PFI Advisors, a firm that works with billion-dollar breakaway teams to establish their own RIAs. The report says that although RIAs generally regard COOs as cost centers and not revenue generators, leaving the management of ordinary activities to COOs frees up RIAs to focus on business development and client service.
0 visitor like this article | Viewed 2788 times | 0 comment
Summary: One word can ruin an entire email and one email can ruin a relationship. As communication becomes more digitized, it’s important to have the right tone anytime you are sending an electronic message. Here are eight phrases that will stop prospects from wanting to do business with you.
0 visitor like this article | Viewed 2962 times | 0 comment
Summary: Financial advisers, like society at large, get an awful lot wrong about millennials — that group of 20- and 30-somethings who are an obsessive focus of generational discussion.
0 visitor like this article | Viewed 3047 times | 1 comment
Summary: Experienced (25+ years) solo, fee-only financial planner/RIA seeking merger/employment closer to Florida to be near family. Looking to eliminate the many hats one wears as a solo business owner and focus on what I enjoy: helping people succeed. I have CFP and other pro designations, tax prep experience, and in-depth knowledge/experience with qualified retirement plans.
0 visitor like this article | Viewed 2964 times | 0 comment
Summary: Although wealth managers have serious concerns about fee compression, a Cerulli report says that it’s a primary determinant in choosing a provider for relatively few investors. In its report U.S. Retail Investor Advice Relationships 2018: Optimizing Engagement, Cerulli says that client behavior is less tied to fees than advisors might think.
