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Summary: Increasing the number of referrals they receive from current clients is the No. 1 goal for 2014 for financial advisors, according to a survey by SEI released Monday. SEI, a global provider of asset management, investment processing and investment operations solutions for institutional and personal wealth management based in Oaks, Pa., found that 85 percent of advisors polled want to increase their referrals next year.
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Summary: They’ve been called egotistic, impatient and self-entitled -- and they have a notoriously bad reputation when it comes to saving -- but advisors want them. While Generation Y controls a mere fraction of the country’s total net worth, its members are widely considered the future of financial planning. As a result, advisors are paying particular attention these young adults.
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Summary: Looking to expand your team and boost performance? Executive search veterans Kathy Freeman Godfrey and Jeff Warren have a few suggestions for recruiting and hiring financial advisors At the recent Echelon Partners Deal Makers Summit in Santa Monica, Calif., the pair laid out a step-by-step game plan for advisors trying to bring on new talent. Here are seven of their suggestions.
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Summary: Growing from a practice to a small business means hiring support staff. But for many financial advisors, moving into the role of employer and manager doesn’t come naturally. Here’s some tips.
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Summary: Time passes quickly. Indeed, it seems to pass faster every year. Think back. What goals did you have in mind when you launched your practice five, ten, fifteen or even twenty years ago? Some of you will have succeeded beyond expectations. Others will wonder where the years went and will be disappointed with their progress. Here are some simple questions about what we did in 2013 and then think about what we can do better or differently in 2014.
