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Summary: Despite its crucial importance, financial literacy continues to be an intimidating topic — not just for savers across the age spectrum, but for professionals who are in a position to help address the problem of financial illiteracy across the country. I've spoken with many financial advisers who would love to help teach financial skills in their own communities, but find it difficult to approach the subject in a way that will reach the audiences who need this education the most — namely young people, retirees and pre-retirees.
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Summary: Often advisors ask us, “How should I get started in marketing?” It’s a fair question. They just want to make sure they’re putting their time and resources in the right place.
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Summary: Tools to help find appealing prospects and automate marketing can be more effective at growing your book than adding staff.
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Summary: Established incumbents and nimble start-ups are in a race to find new opportunities. While some will go it alone, collaboration and acquisition between incumbents and start-ups will increase across investing, banking, insurance and wealth management.
Added on April 2017 in Form an RIA
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Summary: Latest research from Shareholders Service Group shows that 80% of advisors do not fear Robo’s; rather, RIAs see the automation opportunity that digital advice platforms provide
