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Summary: When it comes to considering, or reconsidering, a revenue model for your firm, the first question you should ask yourself is “What do I do for my clients?” Now, as you read this, you may find yourself thinking, “I know what I do for clients – and they know that I add value. Otherwise they wouldn’t continue to be clients.”
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Summary: Liz Davidson, the founder and CEO of financial wellness company Financial Finesse, says more than 50% of the advisors who take the firm’s financial planning test, which is required in order to be hired, fail. That may not seem so unbelievable if it weren't for the fact that only certified financial planners with at least 10 years’ experience are eligible to take the test..
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Summary: Quad Cities Investment Group was ready to rev up marketing but wasn't sure how best to begin. The RIA firm, based in Davenport, Iowa, was created in 2009 when partners Scott Stoltenberg and Laura Swift left the wirehouse firm where they had worked together for nearly 10 years. The first few years they focused on ensuring everything was in place for their clients, and in 2013 they brought on another partner, Christine McElvania. In their first seven years, with minimal marketing efforts, their assets under management rose from $85 million to $150 million
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Summary: Over the past few months, I’ve met with more than two dozen advisory firms and attended a number of key industry conferences. After writing down some insights I gleaned from those conversations, as well as some of the critical themes I’ve been thinking about throughout the year, I've compiled a list of the 16 trends that I expect we’ll see in 2016.
Added on January 2016 in Form an RIA
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Summary: The inherent beauty of the investment management profession is its applicability to all people. Investing requires a global perspective, and it transcends cultural, social, and economic boundaries.
