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Summary: Advisor Mike Perry likes to tell his clients about one another: not to satisfy prurient curiosity — and not, of course, as a testimonial — but to show how a particular planning strategy worked for someone else in the past.
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Summary: Every financial advisor needs to have a sharp marketing message in order to attract new clients. The strongest message can emerge from a relatable narrative that portrays you as the guide who provides your clients with the tools they need to solve their money woes.
Added on March 2015 in Form an RIA
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Summary: Does the way you spell “advisor” change your obligation to clients? The question of whether RIAs should describe themselves as “advisers” instead of “advisors,” to show their adherence to the federal Investment Advisers Act of 1940 — and, for that matter, whether Financial Planning should follow suit.
Added on February 2015 in M&A Issues
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Summary: Advisors looking to grow business through M&A must look beyond financials at talent retention and cultural fit, say experts who attended Pershing’s regional symposium Wednesday in New York.
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Summary: I’ve noticed something lately about the advisors with whom I coach. They no longer tell me they are busy. Why? They have become all too familiar with my response to that statement. “Are you good busy or bad busy?”
