0 visitor like this article | Viewed 3644 times | 0 comment
Summary: I think of financial advisors as superheroes. In every superhero saga, there’s an evil villain that must be battled on a regular basis. The “villain” is this scenario are the horrifying facts about most people’s finances.
0 visitor like this article | Viewed 3394 times | 0 comment
Summary: RIA executives and market observers agree that Ric Edelman’s brand of radio populism has little bearing on wealthy clientele. But in the wake of a $3 billion deal that would combine robo advice and 401(k) pioneer Financial Engines with Edelman Financial Services, industry leaders are also convinced that there will be increased pressure to accelerate digital services and capabilities.
0 visitor like this article | Viewed 3372 times | 0 comment
Summary: There are things in my social media career that will always stick with me. The day Jimmy Fallon followed me and sent me a direct message. A conversation I had with William Shatner about being verified on Twitter.
1 visitor like this article | Viewed 3365 times | 0 comment
Summary: Most advisors know they should build social rapport when networking. It’s “Social Prospecting 101” and the foundation for any new relationship. You ask people about themselves, their family, hobbies, interests, etc. You uncover commonalities and take a genuine interest in them personally. But if your ultimate goal is to add this person to your pipeline, what’s the next step in the process? It’s building what we call “business rapport.”
0 visitor like this article | Viewed 3385 times | 0 comment
Summary: Even in this hyper-partisan era, it may be beneficial for your practice to engage with clients about this controversial subject to identify related financial concerns and behaviors, according to a new study from Spectrem Group.
