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Summary: To be sure, client assets and revenue are the lifeblood of the financial advisory business, and advisers who can boost those metrics for their firms continue to be rewarded considerably beyond their base salary.
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Summary: Remember fifth-grade math class? All of the numerals felt infinite, and all of the equations felt like they were written by Archimedes. In a foreign language you did not speak. Probably cuneiform. Eventually, you would just give up and decide to throw erasers at your friends instead. This is the exact feeling you don’t want your audience to experience when they look at your marketing metrics.
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Summary: Teeing up the technology TED talks, Bruckenstein gave his best advice on how to evaluate the many new products, platforms and vendors focusing on developing the key tools, solutions and resources to help advisors run a better business.
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Summary: In recent surveys reporting the challenges faced by advisers, managing expectations and servicing and attracting new clients lead the list. Having talked in this column about the ways advisers hold themselves back when it comes to attracting new clients, it's time to tackle the issue of expectations.
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Summary: The industry's leading platform provider, which is locked in fierce competition with industry rivals such as HighTower Advisors, United Capital and Focus Financial Partners to align with advisory firms, is offering RIAs a way to monetize a portion of their firm by purchasing a percentage of their revenue stream.
