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Summary: Fifty-six percent of advisors responding to Hartford Funds’ third annual Advisor Anxiety Survey, released Monday, reported that they focused on attracting millennial clients “less than other age groups” or “not at all” even as they identified prospects in that category.
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Summary: What is the No. 1 reason clients come to you for advice? The answer, I think, is that they are going through some kind of personal or financial transition, and they are trying to figure out how to manage it.
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Summary: New research from global analytics firm Cerulli Associates suggests that technology innovations will help grow — not hinder —an advisor’s business.
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Summary: Sure, arranging interviews and making sure follow-ups run smoothly can be irksome. But advisors who are experienced at cultivating close ties with journalists say it’s a process that can help to polish a firm’s image and separate them from the pack as thought leaders.
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Summary: When I was first promoted to a leadership position, I was so proud and yet so unprepared. Leadership is a people business, and emotional intelligence is becoming more and more important.
