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Summary: It’s not surprising that financial advisors are reluctant to face their own mortality, but you aren’t doing yourself—or your clients—any favors by putting off succession and continuity planning. If you find the idea of planning your retirement (succession) from the business too daunting right now, at the very least, you should get a continuity plan in place this year.
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Summary: Ask any marketing professional: How do you sponsor exceptional, powerful, effective marketing campaigns that deliver results? A quick response is to start with a viable niche.
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Summary: “Decisions about paying for higher education can have lasting impact on individuals and our economy,” according to the latest “Homeroom” blog from the U.S. Department of Education noting that “April is National Financial Capability Month.”
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Summary: Why should you care? Because disruptions are happening right now in our industry that many may be underestimating.
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Summary: Robo advisory” is the internet interface of investing, a new breed of online financial advisors who use computer models and algorithms to both design and manage investment portfolios. What will successfully competing in this new investing environment will demand?
