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Summary: I think that the recession of 2007 to 2009 was a real time of learning for many financial advisors, myself included. We knew from our research that a 20% drop in the market would likely be followed by a corresponding bounce, and we employed multiple strategies to hold clients in place when they wanted to bolt from the market. Over that entire tumultuous period, we lost only one client — and that experience taught me some useful lessons that I still think about to this day
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Summary: Given the amount of time people spend watching online videos, it’s no wonder advisors want to evolve their marketing endeavours to capture the attention of their clients and prospects.Here are a few tips to ensure your online videos are more professional and engaging.
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Summary: Salesforce revealed the first of its planned industry-specific products on Tuesday with Salesforce Financial Services Cloud, a new enterprise product that seeks to be a “one-stop shop” for financial advisors.
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Summary: Unless you live in rural Afghanistan, you’re probably aware of the current conversation going on in the independent advisory industry about whether flat retainer fees might be better for clients (and advisors) than AUM fees.
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Summary: Hearsay Social says many financial services firms need to grow up, in a matter of speaking, to boost their business impact via Facebook, LinkedIn and Twitter. Early Wednesday, it launched a benchmarking tool that can be used to guide firms to make such improvements: the Social Business Maturity Model.
