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Summary: Advisors are optimistic about the economy and their businesses this year, according to a survey by TD Ameritrade Institutional. TDAI found advisors are planning to spend more on marketing, business development and technology in 2017.
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Summary: Financial advisers seeking to grow their businesses should carve out more time for writing, as blogs have become an essential tool for finding new clients.
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Summary: Planners say they expect to see increases in revenue and client assets in 2017, according to the latest TD Ameritrade Institutional RIA Sentiment Survey. Accordingly, they plan to rev up spending on marketing, business development and technologies such as electronic signatures, the survey revealed. Also in the works: initiatives like more networking to attract a new generation of clients.
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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.
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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.
