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Summary: Financial advisors can now earn continuing education credits approved by the Certified Financial Planner Board of Standards regarding Medicare.
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Summary: Turnkey Asset Management Programs (TAMPs) and other key third-party service providers looking to attract new advisors often focus on marketing their individualized service model, emphasizing the one-on-one relationships and the personal touch they can provide.
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Summary: Advantage Media Group|ForbesBooks CEO Adam Witty said Wednesday at the FPA Retreat that actual book sales are beside the point. Rather, he argued, advisers gain authority, niche celebrity status and expertise through publishing, therefore attracting and retaining clients.
Added on April 2017 in Join an RIA
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Summary: [PODCAST] Has going independent become more attractive? Recruiters Mindy Diamond and Danny Sarch discuss in this podcast moderated by On Wall Street Senior Editor Andrew Welsh.
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Summary: How can you expect clients to refer if they don’t know your capacity to add new relationships or the types of clients you best serve? Having these types of conversations with clients can increase both the frequency and quality of unsolicited referrals.
