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Summary; The nation's changing wealth demographics have encouraged many advisory firms over the past few years to strengthen their focus on women, who represent about 45% of U.S. millionaires and are on their way to becoming the majority.
Added on January 2015 in M&A Issues
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Summary: It is an issue that many financial advisors will face during their careers. And it figures to significantly affect the course of their careers. When you leave a firm to start your own or join another, how much can you do to recruit the clients at your current firm to come with you?
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Summary: There are countless opportunities to use a brief story to connect with a prospect, too many to cover in this format. However, let me share with you some of the most common stock business questions financial advisors tend to get and would do well to have a personal situational story as a response.
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Summary: Findings from the 2014 Fidelity RIA Benchmarking Study, released Wednesday, showed that many firms recognized the need to improve their marketing and business development capabilities.
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Summary: Every year we talk about formalizing our client referral process, increasing our market presence and setting other growth-related goals. But we start January 1 without real plans in place. What can we do this December to ensure we are successful with our resolutions?
