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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: 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.
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Summary: Fraudulent emails from hackers used to be obvious, full of misspellings and bad grammar. Now cyber crooks are even sounding like their victims as they try to trick financial advisers into wiring money from clients' accounts.
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Summary: It seems like there are new articles covering robo-advice every day. Should you, as an adviser, be concerned? Will the robos eat your lunch?
