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Summary: At most advisory firms, the founders are the primary rainmakers. They seem to have this innate, magical ability to bring in new business, and their entire firms have grown up around them to support them in that role. I believe it takes more than monetary rewards to build an organization focused on successful business development. The answer lies in implementing these six key strategies.
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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.
Added on September 2014 in Form an RIA
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Summary: The Institute for the Fiduciary Standard, which is organizing a series of events this month to raise awareness about the issue, has released a report outlining a code of conduct for advisors working with retail clients, and is working to promote the cause with a new partnership with NAPFA.
Added on September 2014 in M&A Issues
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Summary: NFP Advisor Services, which provides technology, service and asset management platforms to financial advisors, including RIAs and hybrids, and is a business segment of NFP, a leading provider of benefits, insurance and wealth management services, today published the results of a study that reveals what separates an alpha acquisition (one in which advisors rated “very satisfied”) from non-alpha and near-alpha acquisitions.
Added on September 2014 in M&A Issues
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Summary: Financial advisor acquisitions are multiplying. Their pace is likely to accelerate as graying advisors retire. This prompted us to commission research on what separates the most successful acquisitions from the rest.
