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Summary: In my early years covering the financial planning industry, there was a common stereotype about accountants who also act as planners. It was thought that these CPAs were merely tax practitioners who had been badgered by their clients into learning a little bit more about investments.
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Summary: One of the biggest changes in the financial advisory business over the past 10 years or so has been the rise of technology. Now, of course, technology has always been a part of the business — as anyone who, like me, struggled with Advent Access performance reports in the 1990s can attest. But the accelerated rate of technology change in the last 10 years has been amazing. Unfortunately, for many financial advisors, the rate of change, and the number of choices available, has also been overwhelming.
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Summary: The wealth management industry has, for decades, been largely about catering to one specific type of individual: male, most likely somewhere in their 30s to 60s, married and with a traditional family.
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Summary: Lee Frederiksen describes the three important elements you need to have in your elevator pitch to be sure you’re describing clearly and succinctly what your firm does.
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Summary: Advisors should not think of technology as just part of the ecosystem of their businesses, helping to onboard clients, develop financial plans and invest and monitor assets. Technology is also key in their clients’ lives and not just for communications with their financial advisor, including clients older than members of Gen X, Y and Z.
