From WealthManagement.com
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Summary: It takes a savvy advisor with a working knowledge of generational differences to navigate in today’s environment. Many advisors risk alienating potential and existing clients with a semantic slip, a word that resonates wrong, advice to someone younger that should have been reserved for someone older.
From WealthManagement.com
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Summary: In the early years of financial planning, the reality was that most advisors only needed one skill to be “successful”: the ability to sell, and get clients. After all, when advisors are solely compensated by commissions, if you can’t keep finding new prospective clients to sell to – and actually sell something to them – your income will quickly go to zero.
From Think Advisor
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Summary: Joel Bruckenstein, the advisor technology expert, kicked off his panel at the Shareholders Service Group national conference with a warning to the 300 or so advisors in the room in San Diego. "What’s perfectly secure today won’t be” in the very near future, Bruckenstein said.
From Ameritrade Institutional
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Summary: Registered investment advisor (RIA) firms frequently hear that hiring a “next generation” advisor is the right thing to do as a graying industry faces a talent shortage, but hiring a millennial can also help firms boost growth and profitability, new TD Ameritrade Institutional research shows.
From Think Advisor
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Summary: New research from global analytics firm Cerulli Associates looks at how advisors can identify their ideal target market and define a value proposition that is compelling to that audience.
