From Kristin Harad
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Summary: I invite you to review your firm’s website through the eyes of that next client you would like to attract. Ask yourself, “Is the focus on us, or on the person with whom I want to engage?” Too often when I evaluate financial advisors’ websites, the story is all “About Us” right from the first word. You can forget about the S&P 500 charts, market summaries, calculators, and weather forecasts (really?!), too..
From ThinkAdvisor
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Summary: Certified financial planner professionals report very high satisfaction with their career choice and decision to obtain the CFP certification, according to a new survey by the Certified Financial Planner Board of Standards.
From WealthManagement.com
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Summary: Many advisors are solo practitioners, running their own business with no other employees. But as advisory teams become more common and advisory firms continue to merge together to build scale, many advisors are finding themselves at the top of a hierarchy, with a number of employees reporting to them. Carla Harris, vice chairman of wealth management, managing director and senior client advisor at Morgan Stanley, had some practical advice for advisors who find themselves in leadership positions.
From InvestmentNews
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Summary: Management guru Peter Drucker once described predicting the future as driving down a country road at night with no lights on while looking out the rear window. Admittedly, no one can precisely predict how advisers and firms will work too far down the road. Nevertheless, several forces in the larger economy and society evident today are shaping the future of advice in key ways. Here are three examples coming our way, and their possible impact on the provision of financial advice.
From LinkedIn Pulse
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Summary: We were like sponges for new ideas and experimented with the growth tactics we learned at conferences, from colleagues, from articles and books. And while we didn’t necessarily know what we were doing, we were clear that we wanted to grow and that focus felt great.
