1 visitor like this article | Viewed 3725 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 3761 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.
0 visitor like this article | Viewed 3630 times | 0 comment
Summary:Enough financial advisors still fear automated investment tools that some conferences have sessions dedicated to convincing them otherwise. That was the goal of a presentation on Sunday by Ross Znavor, a managing director and head of commercialization for BlackRock’s Digital Wealth team, at the National Association of Plan Advisors’ 401(k) Summit in Nashville.
0 visitor like this article | Viewed 3603 times | 0 comment
Summary: Annually we report on our subscriber data to provide insights to advisors as they refine their firm’s succession and strategic growth plans.
0 visitor like this article | Viewed 3759 times | 0 comment
Summary: BNY Mellon’s Pershing Advisor Solutions polled attendees at its Elite Advisor Summit last month and found that 84% of respondents did not change their pricing in 2017. More than half (58%) said they’re not feeling increased pressure from clients to lower fees.
