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Summary: When a prospects asks “what do you do?,” there is nothing you can say, no words that will come out of your mouth, that will be so interesting, so titillating that it will stimulate curiosity to learn more about your professional services.
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Summary: Girard Securities, a San Diego-based independent broker-dealer, has just completed a yearlong project to go paperless. The paperless project was time-consuming and involved several teams, but it has resulted in better workflow tracking and electronic signatures at the IBD, said Claire Maurer, associate vice president of adviser relations for Girard, which is now in the process of being acquired by Nicholas Schorsch's RCS Capital Corp.
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Summary: All financial advisers want direct, deeply personal relationships with wealthy families. As the chief investment officer for one Midwest-based family office told me, "The only way to provide valuable advice is to truly understand them."
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Summary: So yes, financial advisors can subliminally program clients to prospect for them. The seeds you’re planting will take the form of well-timed words planted in the mind of a client. Let’s take a look at how these seeds (carefully crafted words) can be planted.
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Summary: Niche practices are coming to the financial advising industry. A few of them are already here and taking off. Whether specializing in financial transitions, financial gerontology or Generation X or Y, more and more advisors are targeting their practices to certain demographic groups or specific service circumstances or philosophies.
