From IRIS
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Summary: [Podcast] Randy and his firm are a wonderful example of what happens when a personal passion informs a target market, and the rest of the business aligns itself in support of those things.
From Barron's Advisor Center
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Summary: We all know the old adage “change is the only constant.” That applies in spades to the environment for financial advisors. Considering the commoditization of the financial services industry, it’s more important than ever to revisit your “story” and value proposition.
From Financial Planning
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Summary: Technology is making it possible for advisors to offer their clients investments they never had access to before, according to a panel of four speakers at Financial Planning’s Disrupt Advice conference held in New York on Wednesday.
From InvestmentNews
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Summary: I spent part of my post-Labor Day week at the beach catching up on my professional reading. I knocked off eight issues of the Journal of Financial Planning and scored eight hours of continuing education credits by taking the online quizzes available for each issue.
From Wall Street Jornal Online
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Summary: WSJ Adviser Profile: Andy Schwartz, managing partner of Bleakley Financial Group, says limiting staff turnover is crucial to a practice’s success as it helps breed client trust and bolsters client retention.
