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Summary: Sometimes your best prospecting opportunities are right in front of you. But you miss them. You make things harder than they need to be. But when you have a repeatable system, you find quick wins. Opportunities to let your most obvious prospects know that you’re open for business. And how you will serve them.
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Summary: Super RIAs dominate the industry to such an extent that they can drive changes in wholesaling and other third-party services, according to new research by Cerulli Associates. Even so, challenges caused by their very size undermine their superiority.
Added on November 2017 in Join an RIA
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Summary: Our annual schools listing, listed in alphabetical order, is drawn from a Financial Planning survey of colleges and universities that offer CFP Board-registered degree programs. Images courtesy of the schools.
Added on November 2017 in Join an RIA
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Summary: In my role as vice president, field development at Commonwealth Financial Network®, I talk to a lot of financial advisors about how our firm can help them build the business they've always wanted. For advisors already in the independent channel, the conversation is often relatively straightforward: they want to know if we can give them what their current broker/dealer isn't delivering. These folks are used to running their own show and primarily looking for a better support system to help them do it.
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Summary: This is often referred to as having a “Unique Selling Proposition”, or USP. While the concept has its detractors there is no doubt in my mind that in professional services those who position themselves better through clearly articulating why they are the right choice for certain consumers tend to do get a lot more business.
