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Summary: Advisors have been slow to adapt the latest marketing trends. I still see many who rely on traditional marketing, such as seminars, dinners, lunch and learns, referrals/word of mouth, postcards/snail mail, rather than digital marketing.
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Summary: Last week, I presented some interesting research at the Investments & Wealth Institute conference around the concept of the Exceptional Advisor. And while the news is good, the data supported the idea that having satisfied and loyal clients won’t set you apart.
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Summary: Summer is quickly approaching, and once you have some downtime, reading is a great way to spend that time, either to relax or learn something new. Here are some great reading suggestions from financial advisers for you to enjoy this summer.
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Summary: How do some registered investment advisors outperform their peers when it comes to growing their client base and assets? That’s what TD Ameritrade Institutional looked at recently, combing through the past few years’ worth of data, which it had collected through interviews of several hundred advisors.
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Summary: Some of the highest-rolling AUM advisors in the industry — 218 of them, to be exact — traveled to the Ritz-Carlton in Laguna Niguel, California, this week for TD Ameritrade Institutional’s Elite LINC conference. These planners, CEOs and presidents represent firms averaging $1.5 billion in client assets.
