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Summary: “Identify your niche and dominate it. And when I say dominate, I just mean work harder than anyone else could possibly work at it”, Nate Parker. This quote sums up the essence of having a niche focus for financial advisors. If you know your market, and you stick to your focused market and you talk to them, learn about them and serve their needs, you will be the first one associated with serving the market.
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Summary: There are tried and true ways to get new clients, but will that change in the new wealth management landscape?
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Summary: The financial services industry is out of step with the public in promising to make people rich—when their real goal is to have rich lives. To that end, the so-called “wealth management” profession—generally the preferred term of financial advisors—has passed its sell-by date.
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Summary: Content and social media need each other -- You can have the best content, but if not enough people in your target demographic see your insightful videos, your beautiful infographics or your word-perfect blog, you’ve wasted precious time and resources.
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Summary:In the majority of advisory firms, the founder is the primary rainmaker. He or she seems to have this innate ability or magical powers to create rain out of hay. For far too long they have been the primary source of new business and the entire firm has grown up around them in support of their rainmaker role
