0 visitor like this article | Viewed 3251 times | 0 comment
Summary: This is often referred to as having a “Unique Selling Proposition”, or USP. While the concept has its detractors there is no doubt in my mind that in professional services those who position themselves better through clearly articulating why they are the right choice for certain consumers tend to do get a lot more business.
0 visitor like this article | Viewed 3476 times | 0 comment
Summary: What does HighTower Advisors' $100 million recapitalization deal with private equity firm Thomas H. Lee Partners mean for the financial advisory business?
0 visitor like this article | Viewed 3343 times | 0 comment
Summary:[Poadcast] In this episode, we pick Mark’s brain about what makes – and will make – advisors and their firms stand out to prospective clients. We dissect important concepts like niche and branding, the common challenges in defining these things. Mark tells us why creating a culture based on clearly defined values is one of the most important responsibilities of a firm’s principal and shares his own approach to doing just that.
0 visitor like this article | Viewed 3410 times | 0 comment
Summary: Vanguard recently published a research paper – Trust and Financial Advice – that examines trust in the advisor-client relationship. The research finds that a predominant number of investors trust their current financial advisors, with eight in 10 giving their advisors a high trust rating. However, nearly one-quarter had an experience that undermined their trust in their current or previous advisor.
0 visitor like this article | Viewed 3210 times | 0 comment
Summary: The number of young millionaires is quickly growing, according to Fidelity Investments. In its ninth “Millionaire Outlook” study, the firm reported that Generation X/Y individuals account for 18 percent of millionaires in the U.S., up from 8 percent in 2012.
