Added on February 2018 in Blog
123 visitors like this article | Viewed 19936 times | 0 comment
0 visitor like this article | Viewed 3150 times | 0 comment
Summary: When a prospect transitions into a client they may experience your firm as a very in-touch, responsive firm that is always communicating. But after the accounts are opened and the prospect officially becomes a client, the communication can fall off. Your new client may feel like you just wanted to land them as a client.
0 visitor like this article | Viewed 2853 times | 0 comment
Summary: With so much choice in terms of business models and affiliations, advisors have little excuse to stay at a firm that no longer serves their clients or their careers in a way that’s anything short of optimal. Yet the day-to-day of business and relationship management often takes priority, and few rarely stop to take a closer look at their firm.
0 visitor like this article | Viewed 2872 times | 0 comment
Summary: United Capital CEO Joe Duran says the financial plan you've crafted for your client is wrong. In fact, the surer you are that it's accurate, the higher the chance that it's wrong.
0 visitor like this article | Viewed 2982 times | 0 comment
Summary: One of the unique advantages of independent RIAs that many industry observers often overlook in their prognostications and predictions for the future, is that fundamentally, these are small businesses owned and operated by their founders, or their next generation of management.
