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Summary: Over the course of my career, I learned that if I didn't define myself, then I was defined by what others said about me. Life insurance advisers distinguish themselves as advisers by first defining their role and responsibilities on the planning team.
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Summary: Identifying a niche market can set a practice apart in the advisory world, so that instead of scrambling for highly sought-after clients, they seek out the firm.
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Summary: For wealth management firms a data breach doesn’t just risk potential monetary loss, according to Cunningham, CIO and chief information security officer of cybersecurity tech provider Docupace Technologies. The reputational damage from a cyberbreach is often too much for an advice practice to recover from, he writes.
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Summary: Among the most complicated aspects of an enduring business is people; specifically, recruitment, retention and development of talent. Yet this area seems to get short shrift in most advisory firms.
Added on April 2017 in M&A Issues
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Summary: Acquirers in the wealth management industry these days aren’t looking for sleepy one-person firms but those with specific characteristics.
