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Summary: It's no secret that the independent adviser has risen from being a cottage industry on the margins of professional finance to reframing a debate about how financial advice should be provided.
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Summary: If you have good content, people will read it. But if you have great content, people will share it—and that's key if you want to exponentially grow your business. An effective social media strategy can single-handedly create a following of thousands—and a flow of prospective clients—in just a short period of time.
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Summary: The fee-only advice industry that emerged as brokers deserted a commission-reliant business model is now evolving, with advisers working out the best way to get compensated for their services.
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Summary: I would like to move my accounts,” says the voice on the phone. Your stomach drops and you instinctively want to defend yourself and your firm. “Why?” you finally manage to whisper. Through the rest of the conversation, you struggle to understand the communication disconnect—to explain, defend or even try to persuade the client to stay.
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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.
