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Summary: Newly hired advisers can slowly climb the ranks at their firms by taking advantage of white-labeled robo-advisers.By using these online investment platforms, new advisers put themselves in front of a client base their bosses and older colleagues may not have, said Neesha Hathi, vice president of Advisor Services Technology Solutions at Schwab & Co.
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Summary:Advisers who use social media say that they see a good chance of attracting new clients via their presence on various digital platforms, studies have shown.
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Summary: Profiting from partnerships with wirehouses, boutique health care consultants are now seeking to expand their services into the independent advisor space.
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Summary: More advisers are using social media and winning business because of it. An annual survey from Putnam Investments found that 81% of financial advisers use social media for business, up from 75% last year. The share of advisers acquiring clients through social media jumped to 79% from 66% in 2014, the survey says.
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Summary: Far too many financial advisors and accountants see each other as neighbors who visit every once in a while, when they should see the professions as siblings who take care of each other. Advisors plan for the client’s future, while accountants consult on the client’s past. Not only must these distinct fields work together for the client’s best interests, but doing so can also make both practices more profitable.
