1 visitor like this article | Viewed 3377 times | 0 comment
Summary: In an industry that continues to be dominated by men, it's sometimes difficult for women to make their mark. But as more and more women enter the financial advisory field and rise up the ranks, clients and colleagues alike—both male and female—are starting to the see the benefits of having a woman on the team.
1 visitor like this article | Viewed 3953 times | 0 comment
Summary: A social media strategy is the foundation of your firm's social media activities. It aligns day-to-day social networking tasks with objectives that support the overall business goals.The strategy doesn’t need to be complicated.
Added on July 2014 in M&A Issues
1 visitor like this article | Viewed 4389 times | 0 comment
Summary: The latest move by Boston Private Bank & Trust Co. into the investment advice space — a plan to buy a $4.3 billion Florida registered investment adviser — should be enough to alert well-run advisory firms that it's a seller's market.
Added on July 2014 in M&A Issues
1 visitor like this article | Viewed 5005 times | 0 comment
Summary: Announcing a merger can be tricky, especially since there are many stakeholders who each need to receive the right message: employees, clients, prospects, referral partners/centers of influence, vendors, the community and the media. Your goal is to get each of these audiences excited about the change and address any fears they might have.
0 visitor like this article | Viewed 4131 times | 0 comment
Summary:When we ask owner-advisors why their firms aren't growing (or aren't growing faster), they invariably tell us, “We’re not getting out there enough. We need to network better and get more prospective clients in the door.” As it turns out, in the vast majority of cases we see, they are half right—and unfortunately, they usually focus on the wrong half.
