Added on January 2016 in M&A Issues
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Summary: The merger and acquisition process can be daunting to someone who has no experience and isn't working with a broker. Over the years we have heard a number of horror stories and so we have compiled the following list of the top 10 mistakes in mergers and acquisitions.
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Summary: It seems everywhere advisors turn these days, it’s “digital this and digital that.” With the sometimes confusing mash-up of bits and bytes and constant technological innovation, it’s critical that advisors know when and where to jump into the digital fray
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Summary: Google “New York wealth adviser” and David Edwards' Heron Financial Group is one of the first firms to pop up, due in part to his early and dedicated approach to social media.
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Summary: In their new book, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, released this week, top advisors Ron Carson and Scott Ford share their disciplines and career successes to help business owners achieve a better work-life balance. But the book also takes shots at the advisory industry, calling for increased transparency, more responsible profit margins, fewer shortcuts in planning and better communication with clients.
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Summary: The proliferation of social media websites and search engines have made it possible for niche financial advisors to succeed like never before, simply by creating content that demonstrates their expertise and allows prospects to find them. Yet this strategy works only if an advisor actually creates the content.
