Added on January 2016 in Form an RIA
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Summary: The inherent beauty of the investment management profession is its applicability to all people. Investing requires a global perspective, and it transcends cultural, social, and economic boundaries.
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Summary: This is the time of year when we make promises to ourselves. Eat right. Exercise more. Get organized. Many of us fail to achieve our goals, but I am going to take a risk by publishing my technology resolutions for 2016 to hold myself accountable for truly accomplishing them.
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Summary: Does your financial practice ignore the Baby Boomer generation? According to Annalect, a marketing data agency, the 78 million boomers born between 1946 and 1964 are the largest U.S. consumer demographic, with a total spending power of $12 trillion worldwide.
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Summary: The way people communicate and do business is changing, and many advisors have looked to social media as a great opportunity to meet people and share influence. They’ve also seen it as a swamp full of traps and possibly a compliance nightmare. Many still wonder how best to use it.
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Summary: People do business with people they know, like and trust. Take a step back and think about that for a second… your clients and prospects should KNOW you (we covered that in part one). Hopefully they LIKE you, but above all do they TRUST you? Trust doesn’t happen automatically and trust is fragile.
