From InvestmentNews
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Summary: Writing a book can do big things for financial professionals. Books reinforce the credibility of the author and can help establish the author as a thought leader and authority figure in the eyes of potential clients, plus it gives you an invaluable marketing and lead generation tool.
From IRIS
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Summary: Curt Chandler, Penn State professor and multimedia guru, spoke these words to Gregory FCA staffers recently during a presentation about communications best practices in today’s digital age. Chandler explained that one of the biggest mistakes marketers, journalists and PR professionals can make is expecting their target audience to find their content no matter where they post it. Instead, it is paramount for today’s communications professionals to identify where their audience gets their information and meet them there.
From Think Advisor
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Summary: Global analytics firm Cerulli Associates projects that the independent registered investment advisor (RIA) and hybrid RIA channels combined will increase their asset market share from 23% in 2015 to 28% in 2020 – likely outpacing wirehouses.
From Barron's
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Summary: With an increasing number of the best independent advisory practices growing into full-blown firms, Barron’s asked some key executives to put this moment in time in perspective. Here are their comments:
From Think Advisor
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Summary: [VIDEO] Jamie Hopkins, Esq., MBA, RICP®, Co-Director of the New York Life Center for Retirement Income at The American College of Financial Services, joins Dr. Katy Votava, President and founder of health care consulting firm GOODCARE. The pair discuss how financial advisors can find resources for quality health care advice to recommend to their clients, including several websites that provide specialized Medicare consulting.
