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Summary: There's a lot more to succession planning than just hiring younger advisers, but some registered investment advisers aren't even doing that part right.
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Summary: To stand out in an increasingly competitive marketplace, advisors need to be creative in their approach to finding and retaining clients. Here are a few marketing tactics you may not have come across that could help to ignite your business.
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Summary: I’d like to catch-up where we last left off in our millennial advisor blog series, when we covered the topic of recruitment and effective ways for attracting young talent to become financial advisors. Once you’ve attracted them how can you keep them? This week, I’ll share what our research points to as good ways to develop and retain young, new recruits.
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Summary: Advisors specialize in knowing every facet of their clients’ financial lives. Will they need to delve into their mental processes and emotional states as well?
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Summary: [Podcast] My guest on today’s podcast is Marty Kurtz. Marty is the founder of The Planning Center, an independent RIA based in Moline, Illinois, that – as the name implies, quite deliberately – provides comprehensive financial planning for clients, along with investment management for more than $700 million of client portfolios.
