From ThinkAdvisor
0 visitor like this article | Viewed 3335 times | 0 comment
Summary: As many financial advisors approach retirement age, the wealth management industry is searching for ways to draw more young people into the profession.
From Financial Advisor
0 visitor like this article | Viewed 3049 times | 0 comment
Summary: This was before my time, but they tell me that cold calling was once a very effective marketing strategy — until, of course, it wasn’t. I remember when advisory firms routinely attracted dozens and sometimes hundreds of prospects to cheesy prepackaged seminars, until attendance gradually began to slip away.
From IRIS
0 visitor like this article | Viewed 3028 times | 0 comment
Summary: Do you plan to spend more on marketing this year? Apparently, your peers do. According to the latest TD Ameritrade Institutional RIA Sentiment Survey, RIAs expect to increase their 2017 marketing budgets by 27%.
From Financial Advisor IQ
1 visitor like this article | Viewed 3153 times | 0 comment
Summary: In recent years concerns have been aired about the steadily rising average age of the financial advisor community and implications for the quality and quantity of advice available to existing and future clients
From IRIS
1 visitor like this article | Viewed 3087 times | 0 comment
Summary: In Exit Planning, the most important element of successful transfers is financial security for departing owners. This element often is gravely threatened by the prospect of transferring the business to successors (in this case, children) before the owners (i.e., parents) are financially secure.
