From Think Advisor
0 visitor like this article | Viewed 4017 times | 0 comment
Summary: With market volatility predicted to last throughout 2016, it’s more important than ever for financial advisors to reinforce and build their clients’ trust. One way advisors and the corporate marketing teams that support them can deepen relationships is to become more technologically agile so they can reach consumers who are now more mobile and digital
From IRIS
1 visitor like this article | Viewed 4138 times | 0 comment
Summary: Your company culture grows stronger when you maximize the marketing power of its most valuable resource.Your employees could be your clearest competitive advantage if they become the kind of brand evangelist like the one I met last week on a Lyft ride.
From WealthManagement.com
1 visitor like this article | Viewed 4111 times | 0 comment
Summary: Many advisors express some level of unhappiness with their current firm, citing such things as too much bureaucracy, a desire for more control, lack of support and a change in culture.
From Think Advisor
1 visitor like this article | Viewed 4173 times | 0 comment
Summary: Both broker-dealer reps and RIAs believe the Department of Labor’s pending fiduciary rule will have a negative impact on their businesses, according to a survey by Fidelity Institutional.
From FPA
1 visitor like this article | Viewed 4204 times | 0 comment
Summary: Every March I host the Independent Advisor’s Implement Now Practice Management Virtual Summit. I interview about two dozen industry thought leaders to crystalize the key how-to advice they have to offer to propel advisers to their next level of success. This year’s content reveals four practice management themes that entrepreneurial advisers must pay attention to if they want to achieve their full potential.
