0 visitor like this article | Viewed 2644 times | 0 comment
Summary: When it comes to marketing yourself or your firm, it seems every guidebook or consultant mandates the now-common “elevator pitch” and “value proposition” summaries. But the fact is, investors looking for a new advisory relationship will want much more before making a decision—it’s called due diligence.
0 visitor like this article | Viewed 3156 times | 0 comment
Summary: The problem with New Year’s Resolutions is that they only focus on the end result. While they might be specific in the “what,” they’re often muddled in the “how” and disregard the “why.” In the last few years, I’ve reframed the New Year’s Resolution tradition. I spend time thinking back on my last year and getting clear about my major priorities in the coming year. I use those reflections to create a vision for where I want to go.
0 visitor like this article | Viewed 3713 times | 0 comment
Summary: We’ve written a lot about New Year’s resolutions. We quoted Forbes with New Year’s Resolutions – Don’t Follow the 92% Rule and looked at PriceMetrix research in How 2016 Can Be the Year of the Advisory Business. My personal favorite was Advisors: What Are Your Anti-New Year’s Resolutions?, suggesting that since people don’t keep New Year’s resolutions, why not make ones that you won’t mind breaking – like not growing by referrals or not hosting a business-building event.
0 visitor like this article | Viewed 2528 times | 0 comment
Summary: When it comes to financial advisor technology, 2016 may go down as the year of data. Data analytics and account aggregation rose to a level of prominence and potential that had been overlooked for a long time - an exciting development.
Added on January 2017 in Form an RIA
0 visitor like this article | Viewed 3258 times | 0 comment
Summary: A relative newcomer to the general concept of rollups and strategic acquirers, TruClarity is making a deliberate push for midsize wirehouse brokers looking to breakaway as registered investment advisers.
