From Think Advisor
1 visitor like this article | Viewed 5768 times | 0 comment
Summary: A panel comprising four members of Pershing’s advisor-focused brain trust took to a New York stage Monday afternoon in a Discover 2014 session that addressed a wide range of topics, from the shrinking broker-dealer ranks to robo-advisors to which advisors (and their partners) will thrive next year and beyond.
From CNBC
1 visitor like this article | Viewed 5022 times | 0 comment
Summary: Financial advisors often see the small-business owner demographic as a desirable place to position themselves, yet many are unprepared for the various challenges and issues that present themselves when working with families who own successful businesses.
From Think Advisor
2 visitors like this article | Viewed 5405 times | 0 comment
Summary: In my previous blog posting in this series (Coaches Corner: Nixing the Top 4 Excuses for Not Building Systems), I addressed the four most common advisor excuses for not establishing standard operating procedures and how to move past those excuses. Systems, standard operating procedures, processes, work flows or whatever you want to call them are primarily designed to be training aids and to ensure continuity in service to clients when staff changes occur.
From Think Advisor
1 visitor like this article | Viewed 4927 times | 0 comment
Summary: Your time is your most valuable asset as an advisor. Yet as a coach to advisors, I’ve observed how so many of you abuse the time you have by reinventing the wheel over and over again. Doing so only leads to eating up more of your time and effort. It also leads to one glaring realization: the need for systems and processes in everything you do.
From Financial Planning
1 visitor like this article | Viewed 5088 times | 0 comment
Summary:Advisors who want to keep practices thriving for the long term need to start making inroads with millennials, the next generation of clients, a relationship consultant emphasized while speaking at the Women Advisors Forum.
