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Summary: Uh… how frustrating is it to sit in front of your computer ready to write something, but you really have no idea what to write about? As a financial advisor, you know there is value in producing blog articles to help you build your thought leadership and offer some educational value to your audience, but you’re just drawing a blank!
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Summary: After decades of exceptional growth, the RIA landscape is being redefined by the convergence of significant technological, cultural, regulatory and demographic changes. Although most RIAs are well positioned to meet these challenges, they cannot be complacent. Advisers need to better articulate their value propositions, alter their fee structure, adapt to new regulations, and pursue a new generation of advisers and clients.
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Summary: Investors, especially affluent ones, are comfortable using digital tools in their decision making process, according to a white paper from Hearts & Wallets. Nearly two-thirds of investors with between $500,000 and $2 million use digital tools, and over half of those with between $100,000 and $500,000 do so.
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Summary: Last year a majority of advisory firms saw their revenue levels stall, but a group of registered investment advisers increased their revenue by 23%, according to the new 2016 Elite RIA Study, produced by InvestmentNews Research and BlackRock.
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Summary: The keywords there are “show” and “how“….and it is because so many advisers do not focus on these 2 words in the earliest stages of engagement that they struggle to get good prospects to engage in the full financial advice process.
