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Summary: Despite what one may read in newspaper headlines or see on nightly television news shows, the business of providing financial advice is an honorable one — no less honorable than teaching children, taking care of the sick or keeping criminals off the street. In fact, a person who becomes a financial adviser isn't making a career choice; he or she is answering a calling.
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Summary: Writing your website content is not an easy challenge. As a Financial Advisor, you know how much it is hard to get a client and although most of them might be coming from referrals, you still want to give the best impression and prove your firm’s the best to start a long lasting relationship.
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Summary: The 2014 InvestmentNews Financial Performance Study of Advisory Firms found that the only marketing activity that top performing firms engage in more frequently than other firms was updating and upgrading their websites.
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Summary: The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource for you and the continued growth of your firm. However, with the range of industry conferences, it can seem overwhelming when deciding which conference is the best fit from both an investment of time and money perspective.
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Summary: If you are a small RIA, you are in good company. The vast majority of RIA firms are "small," managing fewer than $150 million in assets, according to Cerulli Associates' 2013 Advisor Metrics.Yet smaller firms hold just 10% of the assets in the RIA channel -- which can make them feel like a minority when going up against the asset growth of the large wealth managers.
