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Summary: Traditional marketing methods alone don’t work anymore. Today’s experience economy, which shapes the delivery of our services, reveals how to identify your target clients and employ specific strategies to attract them.
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Summary: Succession planning involves more than valuations and buy-sell agreements. Given all the blood, sweat, and tears you’ve put into your business, you don’t want to risk passing it to the wrong person—someone who doesn’t care for your clients the same way you do or who doesn’t value the staff who have supported you for years. But is it best to choose an internal or an external successor? There are pros and cons to each option.
Added on February 2017 in M&A Issues
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Summary: In 2016, there was a record number of mergers and transactions in the RIA industry, Schwab Advisor Services reported today, echoing other recent measures of the advisor M&A space, but Jon Beatty of Schwab says the numbers are in fact a “subplot of a bigger story: the growth of the RIA industry. Since the independent advisor space is “thriving, you’d expect M&A to follow suit,” said the senior VP of SAS in a Wednesday interview.
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Summary: Technological advances have made it possible to deliver more information to clients more efficiently than ever before. It’s a development that has many benefits but also one great potential drawback: a reduction in the amount of personal contact between advisors and their clients.
Added on February 2017 in Join an RIA
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Summary: [Slideshow] Independence isn't for everyone. While it's demanding to run your own shop, hundreds of advisers have opted to take on the challenge — and reaped rewards. This report is a breakdown of the breakaway movement; which firms have been losing advisers, where are they choosing to go independent and how many assets are going with them.
