Thought Leadership
Become aware of the recent trends. Position your practice to take advantage of the knowledge ahead of the curve.
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4 Trends You Can't Ignore
From Think Advisor
Added on November 2013 in Thought Leadership
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Summary: The future is uncertain in a lot of ways, but the industry is already in flux. There are some ways that advisors can prepare for what’s coming to achieve their business goals and serve their clients well. The future always presents challenges, but also opportunities for those who are prepared. In the future, that is, today, four major trends are affecting your clients and your businesses.
2013 Fidelity Millionaire Outlook Executive Summary: Gen X/Y Millionaires Not Sitting Idle
From Fidelity
Added on November 2013 in Thought Leadership
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Summary: The Fidelity Millionaire Outlook, now in its 6th year, is an in-depth survey that analyzes the investing attitudes and behaviors of millionaire households. This year’s survey takes a close look at Gen X/Y millionaires — who they are, their lifestyles, how they’re investing, and where they turn for help.
Long the underdogs, female advisors are actually winning in two important categories, a study based on $3.5 trillion of AUM shows
From RIABiz
Added on November 2013 in Thought Leadership
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Summary: Despite finding themselves in a sometimes inhospitable male-dominated profession, female advisors are capturing the lion’s share of the nation’s increasingly higher earners — women — and winning a higher average account overall.Just 12% of the investment advisory workforce comprises women, but the typical female advisor counts more women as clients and a higher average account in such households than their male counterparts, according to a new study by PriceMetrix Inc
Behavioral Selling for Sales-Shy Advisors
From Think Advisor
Added on November 2013 in Thought Leadership
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Summary: Financial advisors, independents particularly, are often reluctant to even talk about sales, feeling the subject undermines their professional ethos as investment experts.Business development consultant Beverly Flaxington says an improved mindset and techniques can fundamentally boost revenue. The principal of The Collaborative, a consulting firm focused exclusively on financial advisors, frames the sensitive topic of sales.
5 Prospecting Methods That Really Work
From Think Advisor
Added on November 2013 in Thought Leadership
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Summary: It’s no surprise that prospecting is the No. 1 challenge advisors face, year after year. When, as part of National Underwriter’s recent Independent Producer Study, we asked about the most challenging aspects of selling insurance products, 55 percent of respondents named prospecting as their top trial.
