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Summary: Attracting women to the financial advisory profession remains a huge challenge, but those who’ve found their calling here are determined to tackle it. They’re leading initiatives that are part of broader efforts to attract, train and retain advisors who bear a strong resemblance to clients.
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Summary: Content marketing for advisors has changed quite a bit since the mid-1990s when I first became involved in personal financial planning. How do advisors get relevant content into the hands of clients and prospects? How do they track whether clients and prospects are reading the content? How do advisors encourage them to share the content with their circle of contacts?
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Summary: In his book “The Hard Thing About Hard Things,” Silicon Valley entrepreneur Ben Horowitz discusses the hardest things about building and running a business. One of those “hard things” is that as the CEO or founder of a business, you know things that no one else knows, so you have a perspective that no one else has.
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Summary: Whether founders are turning firms over to internal successors or making plans to be bought out down the road, transitions will be more successful if certain elements are crafted into the agreements.
