From Advisor Perspectives
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Summary: One word can ruin an entire email and one email can ruin a relationship. As communication becomes more digitized, it’s important to have the right tone anytime you are sending an electronic message. Here are eight phrases that will stop prospects from wanting to do business with you.
From ThinkAdvisor
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Summary: Although wealth managers have serious concerns about fee compression, a Cerulli report says that it’s a primary determinant in choosing a provider for relatively few investors. In its report U.S. Retail Investor Advice Relationships 2018: Optimizing Engagement, Cerulli says that client behavior is less tied to fees than advisors might think.
From Financial Planning
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Summary: Even if RIAs with less than $500 million in AUM aren’t ready to buy or sell, they should be assessing their M&A prospects, said Slater, vice president of practice management and consulting for Fidelity Clearing and Custody Solutions.
From Nerd's Eye View
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Summary: The need to engage in continuous learning is a simple reality for anyone in professional services. As a profession’s body of knowledge grows and evolves with ongoing research and discoveries, new products and solutions, and emerging best practices, even the best practitioners have to update their knowledge and skills from time to time
From ThinkAdvisor
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Summary: When I ran into another advisory business consultant I’ve known for years, he said he’s not working directly with advisors anymore. Instead, he’s working with institutions that work with advisors.
