Added on December 2014 in Join an RIA
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Summary: If the movement of wealth-management assets to the RIA channel is akin to a gold rush, New York-based Dynasty Financial Partners wants to be its Levi Strauss — a company that got rich selling supplies to miners instead of staking its own claims.
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Summary: Each advisory practice is unique — you may have different strategic initiatives that are higher up on your list than the ones noted here. That said, I believe these five tactics could give you a competitive advantage, and help you win plenty of ideal new business in 2015.
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Summary: Reaching out to family members is a common strategy for advisors just starting in the business. Yet many say relatives can be tough customers. A close relationship by blood or marriage is a “good way to get your foot in the door, but it’s not a basis for continuing to work with somebody,” says David Schneider, principal of Schneider Wealth Strategies in New York.
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Summary: Tony Robbins brought his message championing independent advisers and a fiduciary standard on the road, taking the stage at the 2014 MarketCounsel Summit in Las Vegas, Nevada. His comments got advisers talking on Twitter, and we've pulled together a collection of the top tweets about Mr. Robbins' turn in the spotlight at MarketCounsel.
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Summary: As more online-only wealth management platforms, commonly referred to as robo-advisors, crop up in the marketplace, investors find themselves with a wider array of investment advisory and portfolio management options than ever before.
